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Treasury Management Sales Associate Jobs in California

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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 26, 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 Services Relationship Manager

CommunityAmerica Credit Union

Irvine, CA • On-site, Remote

Full-time

Re-posted 10 days ago

CommunityAmerica Credit Union rating

8.5

Company rating: 8.5 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Summary

The Treasury Services Relationship Manager is responsible for developing and strengthening relationships with business members and prospective members by delivering treasury management solutions that support efficient cash flow management and day-to-day business operations. This role partners with business members to identify treasury needs, recommend appropriate solutions, grow deposits, and enhance the overall member experience.

The Treasury Services Relationship Manager actively develops new treasury business opportunities while maintaining and expanding existing member relationships. Through proactive business development, collaboration with internal partners, and consultative treasury conversations, this position contributes to the growth of treasury services, business deposits, and commercial banking relationships throughout the credit union's footprint.

Duties & Responsibilities

Key Responsibilities

  • Build and maintain strong relationships with business members and prospective members by understanding their operational and treasury management needs.
  • Conduct regular member conversations and relationship reviews to identify opportunities for treasury service adoption, deposit growth, and relationship expansion.
  • Serve as a resource for business members by providing guidance on available treasury management products and services.
  • Take ownership of member issues and coordinate timely resolution through appropriate internal partners.
  • Deliver a positive and consistent member experience that supports retention and long-term relationship growth.

Business Development

  • Achieve individual goals for treasury services, deposit growth, and business product sales consistent with Commercial Banking objectives.
  • Develop and maintain an active pipeline of treasury and deposit opportunities through outbound calling, referrals, networking, community involvement, and internal partnerships.
  • Identify new business opportunities within the credit union's footprint and actively pursue treasury management sales opportunities.
  • Partner with Commercial Relationship Managers, business lenders, branch teams, and other internal stakeholders to support new business acquisition and relationship expansion.
  • Participate in joint calling activities with commercial banking partners when appropriate.

Treasury Solutions

  • Demonstrate a solid understanding of treasury management products and services, including payments, receivables, remote deposit capture, ACH services, online banking, positive pay, fraud mitigation tools, commercial cards, and cash flow management solutions.
  • Consult with business members to identify treasury needs and recommend appropriate solutions that support operational efficiency and business growth.
  • Present treasury management solutions and clearly communicate product features, benefits, and value propositions.
  • Assist with proposal development, pricing discussions, and implementation coordination.
  • Partner with Treasury Operations and Deposit Operations teams to support successful onboarding and service delivery.

Partnership and Collaboration

  • Build strong relationships across the credit union, including branches, Commercial Banking, Deposit Operations, Treasury Operations, Credit, and senior leadership.
  • Support referral generation by educating internal partners on treasury management solutions and identifying treasury opportunities.
  • Promote open communication and collaboration across departments to improve member outcomes and support organizational growth.
  • Demonstrate behaviors consistent with the credit union's values, leadership characteristics, and service standards
Requirements

Education and Experience Requirements

  • Bachelor's degree in Business, Finance, Accounting, or related field preferred; equivalent experience may be considered.
  • Five (5) or more years of experience in Treasury Management Sales, Commercial Banking, Business Banking, or consultative treasury services.
  • Demonstrated success achieving treasury sales, deposit growth, and business development goals.

Required Knowledge, Skills, and Abilities

  • Knowledge of treasury management products, deposit products, payment solutions, and business banking services.
  • Understanding of commercial banking relationships and business member financial operations.
  • Strong relationship management, business development, organization, and time management skills.
  • Ability to identify member needs and recommend appropriate treasury management solutions.

Preferred Knowledge, Skills, and Abilities

  • Commercial banking experience highly desirable.
  • Treasury Management sales experience preferred.
  • Experience working with Salesforce or comparable CRM platforms preferred.
  • Certified Treasury Professional (CTP) designation or pursuit of certification preferred.
  • Experience with cash management, commercial payments, fraud prevention, and liquidity solutions preferred.
Employment Type: FULL_TIME

What CommunityAmerica Credit Union employees say

Hours and flexibility

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