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Treasury Management Sales Associate Jobs in Indiana

CFBank

Treasury Management Officer

Indianapolis, IN · On-site

The Treasury Management Officer is responsible for effectively selling the Bank's depository and ... Develop cash management sales proposals and pricing for prospective and existing clients to further ...

CFBank

Treasury Management Officer

Indianapolis, IN

The Treasury Management Officer is responsible for effectively selling the Bank's depository and ... Develop cash management sales proposals and pricing for prospective and existing clients to further ...

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All JobsTreasury Management Sales Associate JobsTreasury Management Sales Associate Jobs in Indiana

Treasury Management Sales Associate information

See Indiana salary details

$37.1K

$82.7K

$114.7K

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

As of Aug 29, 2026, the average yearly pay for treasury management sales associate in Indiana is $82,713.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,500.00 and $105,100.00 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 Indiana?

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

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

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

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

Cities in Indiana 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 Indiana as of August 2026, with employment types broken down into 84% Full Time, 8% Part Time, and 8% Nights. Highlights an 100% In-person job distribution, with an average salary of $82,713 per year, or $39.8 per hour.

Treasury Management Sales Associate

First Merchant's Bank

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

First Merchants Bank rating

7.8

Company rating: 7.8 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

88th of 173 rated banks

Job description

First Merchants Bank is seeking a Treasury Management Sales Associate to join our team! This position is responsible for driving the growth of treasury management services by engaging with clients to understand their financial needs and providing tailored solutions. This role involves building and maintaining strong client relationships, conducting needs assessments, and collaborating with internal teams to deliver exceptional service. The associate will stay informed about treasury products and market trends, develop sales strategies to meet targets, and provide training and support to clients on treasury management tools. This position is key to enhancing client satisfaction and contributing to the overall success of the organization.
Essential Duties & Responsibilities:
  • Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing attrition. Collaborate with TMO to implement retention strategies.
  • Cross-selling / Upselling: Proactively identify client needs by leveraging client interactions and data to uncover additional treasury management needs, proactively recommending solutions to clients that optimize cash flow, streamline operations, and mitigate risk.
  • Joint Calls with Treasury Management Officer (TMO): Collaborate with TMO on joint calls to deliver an exceptional onboarding experience for clients, identifying sales opportunities during interactions.
  • Client Education: Ensure clients fully understand the onboarding process for new relationships and services, effectively communicating the value of TM and identifying additional solutions that may benefit them.
  • Client Retention: Regularly review client activities and accounts. Identify opportunities to cross-sell / up-sell TM services
  • Information Gathering: Collect and verify all necessary documentation and information from clients prior to submitting new Treasury onboarding requests, ensuring a smooth and efficient setup process.
  • Service Level Agreement Compliance: Guarantee that requests are entered within the required Service Level Agreement (SLA) once complete documentation has been received, maintaining a focus on timeliness to enhance client satisfaction.
  • Client Follow-Through: Maintain proactive follow-through with clients throughout the onboarding process, ensuring they are informed about the status of their services and identifying any additional needs that may arise.
  • Post-Training Follow-Up: Conduct follow-up conversations with clients post-training to assess satisfaction, gather feedback, and promote any additional services or upgrades that could enhance their experience.
  • Collaboration with TMO: Address any issues or concerns related to requests and onboarding with TMO, maintaining open lines of communication to foster a team-oriented approach to client service.
  • Special Pricing Requests: Accurately complete any special pricing requests, working closely with clients to understand their needs and maximizing opportunities for upselling or cross-selling.
  • Complex Issue Resolution: Partner with Treasury Solutions on complex issues, leveraging expertise to provide clients with tailored solutions and promoting additional services where appropriate.
  • Exceptional Customer Service: Deliver outstanding customer service to Treasury Management clients, actively listening to their needs and providing solutions that align with their financial goals.
  • Feedback Loop with TMO: Maintain an open feedback loop with the TMO regarding client interactions and sales opportunities, fostering a collaborative approach to sales and service delivery.
  • CRM Tracking & Maintaining and Updating - TM Tracker

To be successful in this position, we require the following:
  • High school diploma or equivalent (GED).
  • A minimum of one (1) year of financial services or related experience.

The following would be a plus:
  • Strong attention to detail and organizational skills
  • Problem-solving skills
  • Excellent verbal and written communication abilities
  • Ability to work in face paced environment and manage multiple priorities
  • Proficiencies in Microsoft Office Suite - particularly excel, word and PowerPoint
  • Familiarity with Treasury Management services is a plus
  • Ability to work independently

First Merchants offers the following:
  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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