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Treasury Management Sales Associate Jobs in Wisconsin

First Business Financial Services, Inc.

WI · On-site

$125 - $150/hr

Join us today as a Vice President - Treasury Management! First Business Bank is aTop Workplaces USA ... sale of all First Business products through cross-selling, and taking an active role in the ...

First-Business-Bank

WI · On-site

$150 - $200/hr

Join us today as a Vice President - Treasury Management! First Business Bank is aTop Workplaces USA ... sale of all First Business products through cross-selling, and taking an active role in the ...

Bank of America

WI · On-site

$100 - $125/hr

Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team ... Assists with coordinating the Client Management Process (CMP), including client planning, client ...

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All JobsTreasury Management Sales Associate JobsTreasury Management Sales Associate Jobs in Wisconsin

Treasury Management Sales Associate information

See Wisconsin salary details

$39.4K

$87.7K

$121.6K

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

As of Sep 7, 2026, the average yearly pay for treasury management sales associate in Wisconsin is $87,737.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $111,500.00 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 Wisconsin?

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

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

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

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

Cities in Wisconsin 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 Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $87,737 per year, or $42.2 per hour.

Vice President - Treasury Management

First Business Financial Services, Inc.

WI • On-site

$125 - $150/hr

Other

Re-posted 2 days ago

Key responsibilities

  • Develop new client relationships and gather in-market deposits through prospecting and business development activities.

  • Maintain existing client relationships by performing deposit account reviews, cross-selling bank products, and making internal referrals.

  • Collaborate with the commercial lending team and other bank entities to cross-sell solutions and ensure compliance with regulatory requirements.

Job description

Join us today as a Vice President – Treasury Management!

First Business Bank is aTop Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

Location: Brookfield, WI, onsite position.

OVERVIEW:

The Vice President -Treasury Management is responsible for providing effective and quality service to prospective and current business banking clients, generating new deposit and treasury service relationships through prospecting and business development activities, actively promoting the sale of all First Business products through cross-selling, and taking an active role in the community through service and professional associations.

Essential responsibilities for this role include:

  • Responsible for developing new client relationships and gathering in-market deposits; self-sourcing is a key objective in addition to collaborating with Commercial Bankers.
  • Actively call on prospective businesses to develop new commercial deposit and loan relationships while meeting client, prospect, and COI call goals as established each month.
  • Maintain existing client relationships; perform deposit account reviews and cross-sell other bank products and make internal referrals.
  • Strong relationship-building and communication skills to work closely with the commercial lending team, as well as other First Business entities, to cross-sell bank solutions to existing, and prospective clients.
  • Be available to partner with and assist other Treasury Management Officers and Specialists with client contact to meet all compliance and regulatory requirements on a continual basis.
  • Contribute to the improvement of the Treasury Management Department and First Business Bank
    • Stay current on existing industry technology and trends.
    • Keep abreast of the competition in terms of rates and services/products to provide the bank with current market data.
    • Review and understand regulatory changes and compliance regarding deposits and operations to ensure bank compliance.
    • Be knowledgeable about treasury products and deposit products, compliance and regulations and be able to check accuracy of deposit documents and ensure the client understands and completes documents accurately.
    • Share new product market solutions to provide focus for new technology enhancements.
QUALIFICATIONS
  • Post-Secondary degree in relevant field of study
  • Minimum of 5 years of Treasury Management or Commercial Banking/Lendingexperience with demonstrated success in a sales and business development role in banking/deposits/treasury management, sourcing new clients through individual calling and networking.
  • Results-oriented with a focus on meeting and exceeding sales targets.
  • Strong organizational skills, good-judgement and decision making, and ability to handle pressure in a fast-paced environment.
  • Be an active member of the community by attending networking events and developing relationships with centers of influence.
  • Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation preferred, but not required; Support is also given to complete this designation as part of the role.
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