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Treasury Management Sales Consultant Jobs (NOW HIRING)

BCForward

Treasury Management Sales Consultant

Dallas, TX · On-site

$28/hr

  • Medical

  • Dental

  • Vision

Treasury Management Sales Associate I Worksite: 8850 Boedeker Street, Dallas, Texas 75225 Duration ... consultants support more than 225 clients globally. BCforward champions the power of human ...

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Cathay Bank

VP, Treasury Management Sales Consultant

Tacoma, WA · On-site

$80K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY The VP, Treasury Management Sales Consultant, is responsible for identifying, presenting and delivering ...

Cathay Bank

VP, Treasury Management Sales Consultant

Flushing, NY · On-site

$90K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY The VP, Treasury Management Sales Consultant, is responsible for identifying, presenting and delivering ...

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Treasury Management Sales Consultant information

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$39K

$86.9K

$120.5K

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

As of Aug 13, 2026, the average yearly pay for treasury management sales consultant 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.

What does a Treasury Management Sales Consultant do?

A treasury management sales consultant works in a defined territory with a specific customer base as a financial institution’s representative. Your goal in this career is to develop and retain a strong relationship with this segment. Your responsibilities include meeting sales goals and analyzing the needs of both merchant and commercial accounts. You also provide training and services to the bank on their treasury management products. Other job duties often include forecasting and planning. Exceptional soft skills, such as professionalism, communication, and teamwork, are imperative for success as a treasury management sales consultant.

What are the key skills and qualifications needed to thrive as a Treasury Management Sales Consultant?

To excel as a Treasury Management Sales Consultant, you need a solid understanding of cash management principles, financial products, and a background in finance or business, often supported by a bachelor's degree. Familiarity with banking platforms, treasury management systems, and certifications such as Certified Treasury Professional (CTP) are commonly required. Strong relationship-building, consultative selling, and communication skills help differentiate top performers in this role. These capabilities are crucial for understanding client needs, delivering tailored solutions, and driving revenue growth in competitive financial markets.

How does a Treasury Management Sales Consultant typically collaborate with internal teams to deliver customized solutions for clients?

A Treasury Management Sales Consultant works closely with relationship managers, product specialists, and implementation teams to develop tailored financial solutions for clients. This collaboration involves assessing clients' cash management needs, coordinating product demonstrations, and ensuring seamless onboarding of treasury services. Regular communication with operations and risk management teams is also essential to address technical requirements and compliance issues. By fostering strong internal partnerships, consultants can deliver a cohesive and efficient client experience.

What is a Treasury Management Sales Consultant?

A Treasury Management Sales Consultant is a banking professional who works with businesses to identify and implement financial products and services that help manage their cash flow, payments, collections, and liquidity. They assess client needs, recommend solutions such as payment processing, fraud prevention, and cash management tools, and support ongoing relationship management. Their goal is to optimize a client's financial operations while ensuring security and efficiency.
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Treasury Management Sales Consultant jobs near you
Infographic showing various Treasury Management Sales Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $86,924 per year, or $41.8 per hour.

Treasury Management Sales Consultant

MRISpokane

San Diego, CA • On-site

Full-time

Posted 23 days ago

Job description

Treasury Management Sales Consultant

Commercial & Corporate Banking | San Diego

This is a client-facing Treasury Management sales role supporting commercial and corporate banking teams in Southern California. You will act as a trusted advisor to sophisticated clients.

You'll partner closely with Relationship Managers to win new business, deepen existing relationships, and deliver complex treasury solutions for middle-market, corporate, and specialized industry clients, including technology and embedded payments environments.

Key Responsibilities

Client & Revenue Growth

  • Serve as the Treasury Management subject-matter expert for commercial and corporate banking clients and prospects.

  • Lead discovery conversations to understand client cash flow, payment, and operational needs.

  • Design and deliver tailored treasury solutions across payables, receivables, liquidity, fraud, commercial cards, and digital platforms.

  • Own the full sales lifecycle—from discovery through implementation—ensuring execution matches what was sold.

New Business & Portfolio Expansion

  • Proactively source new treasury opportunities through joint calls with RMs, referrals, and direct prospecting.

  • Support new client acquisition efforts, particularly for corporate banking and specialized industry teams with limited existing portfolios.

  • Drive wallet-share expansion within assigned markets and client segments.

Internal Partnership

  • Work in lockstep with Commercial and Corporate RMs (including Business Banking, Commercial, and Corporate segments).

  • Partner with product, implementation, merchant services, and operations teams to ensure seamless delivery.

  • Influence outcomes without authority—this is a relationship-driven organization.

Performance & Accountability

  • Deliver against defined revenue goals tied to:

    • Account Analysis

    • Merchant Services

    • Commercial Card

  • Contribute to portfolio growth and discretionary performance metrics.

  • Operate with urgency, follow-through, and professionalism—no radio silence, no overpromising.

What Success Looks Like

  • You speak the language of sophisticated commercial clients and can “talk the talk and walk the walk.”

  • Bankers trust you and actively pull you into deals.

  • Clients view you as a long-term strategic partner, not a vendor.

  • You manage your book independently and don't require micromanagement.

  • You consistently execute—ideas turn into revenue.

Required Experience & Profile

Must-Haves (Non-Negotiable)

  • 5+ years of Treasury Management experience within commercial or corporate banking
    (Business Banking-only backgrounds will not be a fit)

  • Proven success selling complex treasury solutions to middle-market or larger clients

  • Deep working knowledge of:

    • Payables & Receivables

    • Liquidity Management

    • Fraud Prevention

    • Commercial Cards

    • Digital & ERP-integrated banking solutions

  • Experience partnering with Relationship Managers in a consultative sales model

  • Strong executive presence, communication skills, and client credibility

Preferred Background

  • Experience at institutions with strong TM training cultures.

  • Exposure to:

    • ERP integrations (Sage, NetSuite, QuickBooks)

    • RTP / API-enabled payments

    • Embedded or technology-driven client environments

  • Comfort operating in growth-mode teams with evolving structure

Level, Compensation & Incentives