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Treasury Management Sales Associate Jobs (NOW HIRING)

lbank

Treasury Management Sales Manager

Middletown, CT · Hybrid

The Treasury Management Sales Manager is responsible for leading and developing a team of Treasury Management Sales Officers across Connecticut and Massachusetts, with specialized focus on commercial ...

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Treasury Management Sales Associate information

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$39K

$86.9K

$120.5K

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

As of Jun 9, 2026, the average yearly pay for treasury management sales associate in the United States is $86,924.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $110,500.00 per year, depending on experience, location, and employer.

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 are Treasury Management Sales Associates?

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, and why are they important?

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.

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.

More about Treasury Management Sales Associate jobs
What cities are hiring for Treasury Management Sales Associate jobs? Cities with the most Treasury Management Sales Associate job openings:
What states have the most Treasury Management Sales Associate jobs? States with the most job openings for Treasury Management Sales Associate jobs include:
What job categories do people searching Treasury Management Sales Associate jobs look for? The top searched job categories for Treasury Management Sales Associate jobs are:
Treasury Management Sales Associate jobs near you
Infographic showing various Treasury Management Sales Associate job openings in the United States as of May 2026, with employment types broken down into 66% Full Time, 33% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $86,924 per year, or $41.8 per hour.
Treasury Management Sales Officer

Treasury Management Sales Officer

American National Bank of Texas

Fort Worth, TX • On-site

Full-time

Posted 9 days ago

Job description

The Treasury Management Sales Officer is responsible for developing new and expanding existing Treasury Management business relationships.

  • Develops and executes Treasury Management Sales and Prospecting Plans
  • Identifies needs and provides appropriate Treasury Management solutions for customer's strategies and goals
  • Understands competitor capabilities and can effectively position the Bank's Treasury Management services as a competitive advantage
  • Works independently and with team members on prospecting efforts and expansion of relationships, generates cross-sell opportunities and referrals to other bank lines of business
  • Manages customer visits and on-going contact/relationship development
  • Manages entire sales process including developing and writing proposals, making customer presentations and executing customer agreements
  • Conducts Treasury Management reviews with top customers

Qualifications:

  • Bachelor's degree or equivalent educational/work experience
  • 3-5 years of Treasury Management Services experience
  • Preferred - 5-7 years of Treasury Management Services experience

Skills:

  • Working knowledge of Microsoft Office; moderate math and writing skills; moderate presentation skills; strong follow up abilities 
  • Travel to a variety of locations to perform work and/or attend meetings as required
  • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
  • Must be able to travel regularly from location to location
  • Lifting in an office setting may be required up to 30 lbs

ANBTX strongly encourages candidates that are fluent in English and Spanish to apply.  Jobs that specifically require candidates to be bilingual will be posted as a requirement.

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