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Treasury Management Sales Associate Jobs in California

BCForward

Treasury Management

Carlsbad, CA · On-site

$28/hr

Treasury Management Sales Associate I Worksite: 1000 Aviara Parkway Ste 104A, Carlsbad California 92011 Duration: 4 Months Contract Pay Rate: $28/Hr. On W2 JOB PROFILE SUMMARY Sales Associates are ...

Sunwest Bank

Treasury Management Associate

Irvine, CA · On-site

$60K - $80K/yr

This position partners closely with Treasury Management Sales Officers to support client ... Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field. * Treasury ...

Sunwest Bank

Treasury Management Associate

Irvine, CA · On-site

$70K - $80K/yr

This position partners closely with Treasury Management Sales Officers to support client ... Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field. * Treasury ...

Plumas Bank

Treasury Management Sales Officer

Redding, CA · On-site

$72.07 - $180.82/hr

Treasury Sales Officer The Treasury Sales Officer is responsible for developing new treasury management relationships and expanding existing commercial banking relationships by delivering treasury ...

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All JobsTreasury Management Sales Associate JobsTreasury Management Sales Associate Jobs in California

Treasury Management Sales Associate information

See California salary details

$38.5K

$85.8K

$118.9K

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

As of Aug 28, 2026, the average yearly pay for treasury management sales associate in California is $85,785.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,100.00 and $109,100.00 per year, depending on experience, location, and employer.

What is a treasury management sales associate?

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?

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.

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 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.

What are popular job titles related to Treasury Management Sales Associate jobs in California?

For Treasury Management Sales Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Treasury Management Sales Associate jobs in California look for?

The top searched job categories for Treasury Management Sales Associate jobs in California are:

What cities in California are hiring for Treasury Management Sales Associate jobs?

Cities in California with the most Treasury Management Sales Associate job openings:

Treasury Management Sales Associate jobs near you
Infographic showing various Treasury Management Sales Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $85,785 per year, or $41.2 per hour.

Treasury Management Sales Associate

Carlsbad, CA

Kelly Services
See more jobs at Kelly Servicesexternal

$26.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago

Job description

Treasury Management Sales Associate ILocation: Carlsbad, California
Job Type: Full-time
Pay Rate: $26.50/hour
Schedule: 8:00am-5:00pm, Monday-FridayAbout Kelly®Kelly® is committed to connecting talented professionals with opportunities to develop and excel. We partner with leading organizations to provide impactful career paths, support professional growth, and help you reach your career goals.Job SummaryAs a Treasury Management Sales Associate , you will be an essential member of the Sales Delivery Team, supporting Treasury Management Officers with sales, pricing, portfolio management, and administrative activities. You’ll enjoy a varied role providing exposure to treasury management sales and solution development, while developing the capabilities for future growth within Treasury Management and Commercial Banking.Key Responsibilities
  • Support assigned Treasury Management Officers throughout the sales process, collaborating with local and regional teams.
  • Support pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation.
  • Engage in portfolio management activities, relationship reviews, working capital analysis, and identifying revenue enhancement or cross-sell opportunities.
  • Assist with proposal and RFP processes: intake reviews, response coordination, stakeholder engagement, tracking deliverables, and submission support.
  • Coordinate across internal partners to support solution development and effective execution of sales opportunities.
  • Maintain sales pipeline reporting, opportunity tracking, and administrative functions supporting Treasury Management sales.
  • Assist with implementation follow-up, service requests, issue resolution, and all sales support activities.
  • Participate in internal sales strategy meetings, process improvement initiatives, and special projects.
  • Work collaboratively across teams to deliver exceptional client experiences.
Qualifications
  • Minimum 2 years of experience in banking, treasury management, commercial banking, sales support, or related financial services.
  • Strong verbal and written communication skills.
  • Excellent analytical, organizational, and problem-solving abilities.
  • Critical thinking and project management experience.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Demonstrated initiative and the ability to work independently while collaborating with teams.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.
  • Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management is preferred.
Why Kelly®?
  • Competitive pay rate: $26.50/hour
  • Supportive and collaborative company culture
  • Access to professional development and advancement opportunities in financial services
Start your path toward a rewarding career in Treasury Management!
Apply today with Kelly® and discover what’s next for your future.
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Please note: The following benefits reflect Kelly's general offerings. Eligibility may vary by assignment, location, and job type. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
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