ZipRecruiter

Log In

1

Treasury Management Sales Associate Jobs in Riverside, CA

Sunwest Bank

Treasury Management Associate

Irvine, CA

$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 ...

next page

Showing results 1-20

All JobsTreasury Management Sales Associate JobsTreasury Management Sales Associate Jobs in Riverside, CA

Treasury Management Sales Associate information

See Riverside, CA salary details

$40.7K

$90.7K

$125.7K

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 Riverside, CA is $90,685.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,100.00 and $115,300.00 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 job categories do people searching Treasury Management Sales Associate jobs in Riverside, CA look for?

The top searched job categories for Treasury Management Sales Associate jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Treasury Management Sales Associate jobs?

Cities near Riverside, CA 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 Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $90,685 per year, or $43.6 per hour.

Treasury Management Associate

Sunwest Bank

Irvine, CA

$60K - $80K/yr

Full-time

Re-posted 23 days ago

Job description

Job Title: Treasury Management Associate
Department: Treasury Management
Reports to: Treasury Advisor Manager
Status: ☐ Non-Exempt ☒ Exempt
About the Role
The Treasury Management Associate plays a key role in supporting the Bank’s Treasury Management team and delivering exceptional service to commercial and business banking clients. This position partners closely with Treasury Management Sales Officers to support client acquisition, onboarding, retention, and ongoing relationship management.
The ideal candidate is customer-focused, proactive, and passionate about helping businesses optimize their banking and treasury solutions. This role offers the opportunity to work directly with business clients, collaborate across multiple departments, and contribute to the growth of a dynamic, relationship-driven organization.
Work Details
Schedule: Monday – Friday, 8:30 am - 5:00 pm
Work Location: ☒ Onsite
Travel: None
What You'll Do:
  • Support Treasury Management Sales Officers in achieving goals related to client acquisition, retention, revenue growth, and relationship expansion.
  • Serve as a trusted point of contact for treasury management clients, providing responsive, professional, and solutions-oriented service.
  • Assist clients with treasury management products and services, including cash management, online banking, payments, fraud prevention tools, and related solutions.
  • Coordinate onboarding, implementation, maintenance, and ongoing support of treasury management services.
  • Partner with Relationship Managers, Business Bankers, Operations teams, and other internal stakeholders to ensure a seamless client experience.
  • Research and resolve client inquiries, service requests, and complex account issues in a timely manner.
  • Identify opportunities to deepen client relationships and uncover treasury management needs that support client success and Bank growth.
  • Assist with business development, client retention, and portfolio growth initiatives.
  • Prepare reports, documentation, and department records with a high degree of accuracy and attention to detail.
  • Serve as a treasury management resource for clients and employees by providing product knowledge, troubleshooting assistance, and guidance.
  • Maintain a thorough understanding of Bank products, operational processes, treasury solutions, and regulatory requirements.
  • Ensure compliance with all Bank policies, risk management standards, and applicable regulations.
  • Perform additional duties and special projects as assigned.
What We’re Looking ForRequired
  • High School Diploma or equivalent required.
  • Minimum of 3 years of banking, treasury management, cash management, commercial banking, or financial services experience.
  • Strong client service and relationship management skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Strong analytical, problem-solving, organizational, and time-management abilities.
  • Ability to prioritize multiple responsibilities and work effectively in a fast-paced environment.
  • Proficiency with Microsoft Office applications and banking technology platforms.
  • Working knowledge of banking regulations and operational procedures.
Nice to Have
  • Associate’s or Bachelor’s degree in Business, Finance, Accounting, or a related field.
  • Treasury Management or Cash Management experience.
  • Experience supporting commercial and business banking clients.
  • Familiarity with ACH, wire transfers, remote deposit capture, positive pay, merchant services, and digital banking solutions.
  • Knowledge of treasury products and cash management services.
Why You’ll Love Working Here:• Team Culture
At Sunwest Bank, we believe great relationships drive great results. You'll work alongside experienced banking professionals in a collaborative, service-driven environment that values integrity, accountability, innovation, and teamwork.
• Growth Opportunities
Build meaningful client relationships, expand your treasury management expertise, and contribute directly to helping businesses achieve their financial goals while advancing your banking career.
• Benefits or Perks
  • Opportunity to work with commercial and business banking clients.
  • Exposure to a broad range of treasury management products and services.
  • Collaborative cross-functional partnerships throughout the Bank.
  • Professional development and career growth opportunities.
  • Meaningful impact on client success and organizational growth.
Posting Location(s):
  • Irvine Corporate Office
Compensation:
  • $70,000-$80,000 + bonus + benefits
Physical Demands:
In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
☐ Sedentary: Limited activity, no lifting, limited walking
☐ Moderate: Mostly standing, walking, bending, frequent lifting
☒ Light: Office work, some lifting, bending, stooping or kneeling, walking
☐ Arduous: Heavy lifting, bending, crawling, climbing
The Fine Print:
This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for their position.
Note: The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.

Apply