ZipRecruiter

Log In

1

Treasury Management Sales Associate Jobs (NOW HIRING)

CIBC US

Treasury Management Sales Associate

Chicago, IL · On-site

The Treasury Management Sales Associate ("Associate") is focused primarily on developing a core understanding of treasury management services, processes, rationale, and risk. As an Associate, you can ...

Wintrust

Treasury Management Sales Associate

Chicago, IL · On-site

Summary The Sales Associate supports our Middle Market Treasury Management Sales team throughout various Wintrust chartered banks. The Sales Associate works alongside Sales Reps, Implementation Reps, ...

IDBNY

Treasury Management Sales Officer

Manhattan, NY · On-site

$130K - $150K/yr

Treasury Management Sales Officer (New York Region) Job Overview The Treasury Management Officer is the product subject matter expert driving Treasury Management sales and client acquisition ...

next page

Showing results 1-20

All JobsTreasury Management Sales Associate Jobs

Treasury Management Sales Associate information

See salary details

$39K

$86.9K

$120.5K

How much do treasury management sales associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for treasury management sales associate in the United States is $86,924.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $110,500.00 per year, depending on experience, location, and employer.

How does a Treasury Management Sales Associate typically collaborate with relationship managers and product teams?

As a Treasury Management Sales Associate, you will frequently work alongside relationship managers to identify client needs and propose tailored treasury solutions. Collaboration with product teams is also common, as you'll help coordinate the implementation of cash management products and ensure seamless onboarding for clients. Clear communication and a proactive approach are essential, as you'll often act as a bridge between clients, internal sales, and technical experts to deliver high-quality service and support.

What are Treasury Management Sales Associates?

Treasury Management Sales Associates are financial professionals who support the sales and servicing of treasury management products and services for business clients. They assist Treasury Management Sales Officers by preparing proposals, analyzing client needs, and ensuring a smooth onboarding process for new clients. Their role often includes providing ongoing client support, coordinating with internal teams, and helping businesses optimize their cash flow and payment processes. Treasury Management Sales Associates play an important role in helping organizations manage their financial assets efficiently.

What are the key skills and qualifications needed to thrive as a Treasury Management Sales Associate, and why are they important?

To thrive as a Treasury Management Sales Associate, you need a foundational understanding of financial products, cash management solutions, and strong analytical skills, typically supported by a bachelor's degree in finance or a related field. Familiarity with treasury management platforms, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications such as CTP (Certified Treasury Professional) are advantageous. Exceptional communication, relationship-building, and problem-solving abilities set top performers apart in this client-facing role. These skills are vital for effectively identifying client needs, delivering tailored treasury solutions, and supporting business growth in a competitive financial services environment.

What is the difference between Treasury Management Sales Associate vs Treasury Analyst?

AspectTreasury Management Sales AssociateTreasury Analyst
CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, certifications like CTP beneficial
Work EnvironmentClient-facing, sales-focused, banking or financial institutionsAnalytical, internal, corporate finance departments
Employer & Industry UsageUsed in banks, financial services, corporate treasury divisionsUsed in corporate finance, banking, and investment firms
Primary FocusPromoting treasury products, client relationship managementAnalyzing cash flows, managing liquidity, risk assessment

The main difference is that Treasury Management Sales Associates focus on selling treasury solutions and building client relationships, while Treasury Analysts analyze financial data to optimize cash management and liquidity. Both roles require financial knowledge but serve different functions within treasury operations.

More about Treasury Management Sales Associate jobs
What cities are hiring for Treasury Management Sales Associate jobs? Cities with the most Treasury Management Sales Associate job openings:
What states have the most Treasury Management Sales Associate jobs? States with the most job openings for Treasury Management Sales Associate jobs include:
What job categories do people searching Treasury Management Sales Associate jobs look for? The top searched job categories for Treasury Management Sales Associate jobs are:
Treasury Management Sales Associate jobs near you
Infographic showing various Treasury Management Sales Associate job openings in the United States as of May 2026, with employment types broken down into 66% Full Time, 33% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $86,924 per year, or $41.8 per hour.

Treasury Management Sales Associate

Raymondjames

Pittsburgh, PA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Job Description Summary

Plans and implements pursuit of strategic opportunities for a particular business or organization, for example, by cultivating partnerships or other commercial relationships, or identifying new markets for its products or services.

Job Description

Summary of the Position:

The Treasury Management Sales Associate will be responsible for assisting the TM Sales officer and specialist team in marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have team goals to enhance the Bank's depository and treasury management business.

Primary Functions of the Position:

Sales Support

  • Demonstrates mastery level proficiency in all Depository and Treasury Management products
  • Assists in the development and execution of client onboarding and implementation, sales presentations, RFPs,
  • Client Annual Reviews, Client Risk Assessments, and TM Analytics
  • Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
  • Consults with existing and prospective clients, by phone and in person, to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative

Product Marketing

  • Oversees all Marketing collateral as it relates to depository and Treasury Management products
  • Provides education and knowledge of products to internal partners and to existing and prospective clients

Product Management

  • Provides detailed analytics on depository and TM products
  • Provides technical support for complex Deposit and Treasury Management sales calling efforts
  • Effectively manages operational risk and compliance

Other responsibilities include, but are not limited to:

  • Facilitating new processes, tools, communications and training to ensure the bank's success
  • Acting as a brand ambassador for TriState with every prospect
  • Maintaining and managing a system to effectively track and report on pipeline and sales initiatives
  • Assist in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results

Education and Experience Requirements:

  • Bachelor's Degree or equivalent
  • Minimum 3 years combined sales and depository / treasury management experience

Essential Skills and Abilities:

  • Exceptional interpersonal, communication, and presentation skills
  • Exceptional planning, time management, and organization skills
  • Demonstrated analytical and problem-solving capabilities
  • Demonstrated ability to work independently and build relationships
  • Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances

Education

Bachelor's: Business Administration, Bachelor's: Marketing

Work Experience

General Experience - 3 to 6 years

Certifications

Other Certification Not Listed - Other

Travel

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Apply