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Treasury Management Sales Associate Jobs (NOW HIRING)

lbank

Treasury Management Sales Manager

Middletown, CT · On-site

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 Jul 6, 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.

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:
Treasury Management Sales Associate jobs near you
Infographic showing various Treasury Management Sales Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $86,924 per year, or $41.8 per hour.
Senior Associate, Treasury Management Associate

Senior Associate, Treasury Management Associate

Capital One

Baton Rouge, LA

Full-time

Posted 22 days ago

Capital One rating

7.8

Company rating: 7.8 out of 10

Based on 142 frontline employees who took The Breakroom Quiz

71st of 144 rated banks

Job description

Senior Associate, Treasury Management Associate

Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (TMA) provides primary sales support to aid in meeting new business generation and revenue retention targets. Working throughout the sales cycle with the Treasury Management Sales (TM Sales) team, the TMA provides key support by maintaining a client focus with an awareness and understanding of implementing products and services. This role supports sales activities, facilitates client onboarding of treasury management services deposit products, along with assisting TM Sales with ongoing client relationship management activities. The goal of the position is to acquire the knowledge and skills necessary to help clients efficiently onboard treasury products/services, support them in ramping up to full utilization and build long lasting relationships with clients.

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Treasury Management Associates regularly identify opportunities to improve the client experience and enhance Capital One's brand in the marketplace. The Associate works closely with TM Sales to understand the needs of clients and is responsible for creating customized client centric sales materials, reinforcing a consultative approach. They regularly solve basic to intermediate treasury management related problems and delegate more complex issues to the appropriate channel. Leveraging their network of peers and other channels, they collaborate across business lines to create buy-in and complete work while using sound judgment in assessing risk.

The Associate values and fosters a spirit of teamwork and cooperation across value streams, sharing best practices. As an entry level position in Treasury Management, this position requires managerial guidance with expectation of increased independence as associates become more skilled in the role.

Responsibilities:

  • Utilizes technical product knowledge to assist with sales call preparation by performing a variety of sales and marketing functions including preparing account schematics, pricing proformas, proposal documentation and provides inputs into sales/relationship review presentations.

  • Assist with client acquisition and deepening of existing relationships though identification of client needs

  • Prepares, reviews, and executes treasury management documentation in accordance with Capital One's policies and procedures

  • Partners to ensure appropriate credit approval is in place for selected products to ensure compliance (market driven)

  • Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate billing of products and services

  • Assist clients in navigating the bank by liaising with Client Services, Implementations, and other partner teams

  • Routes client service issues to appropriate partners for completion, and communicates ownership back to stakeholders

  • Assists Treasury Management Sales in relationship planning, gathering information regarding prospects and existing clients, and updates pipeline as needed

  • Takes ownership of metrics defined in the Treasury Management Dashboards and actively works to ensure items are updated accordingly

  • Manage risk management responsibilities associated with assigned portfolio

Desired Attributes & Skills - We Seek Associates Who:

  • Proactive client first approach

  • Deliver timely, error-free work

  • Demonstrate the ability to balance competing priorities with solid follow up

  • Possess strong oral and written communication

  • Exhibit established business acumen

Basic Qualifications:

  • High school diploma, GED or equivalent certification

  • At least 2 years financial services, commercial bank or client service experience

Preferred Qualifications:

  • Bachelor's degree or military experience

  • At least 1 year of experience with treasury management products

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Baton Rouge, LA: $80,800 - $92,200 for Sr. Treasury Management Associate


Charlotte, NC: $80,800 - $92,200 for Sr. Treasury Management Associate


Jericho, NY: $96,900 - $110,600 for Sr. Treasury Management Associate


McLean, VA: $88,800 - $101,300 for Sr. Treasury Management Associate


New Orleans, LA: $80,800 - $92,200 for Sr. Treasury Management Associate


New York, NY: $96,900 - $110,600 for Sr. Treasury Management Associate


Plano, TX: $80,800 - $92,200 for Sr. Treasury Management Associate





Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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