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Treasury Management Sales Officer

Teaneck, NJ · On-site

Treasury Management Sales Officer * Posted on September 1, 2026 * On-site * Treasury Management * Full-Time * Requisition #: TREAS002319 Locations Showing 1 location Bedminster, NJ 07921, USA +3 more ...

Plumas Bank

Treasury Management Sales Officer

Redding, CA · On-site

$70K - $180K/yr

Treasury Sales Officer The Treasury Sales Officer is responsible for developing new treasury management relationships and expanding existing commercial banking relationships by delivering treasury ...

IDBNY

Treasury Management Sales Officer

Manhattan, NY · On-site

$130K - $150K/yr

Treasury Management Sales Officer (New York Region) Job Overview The Treasury Management Officer is the product subject matter expert driving Treasury Management sales and client acquisition ...

Peapack Private Bank & Trust

Treasury Management Sales Officer Overview: The Treasury Management Sales Officer is responsible for effectively selling the Bank's depository and treasury management services to existing and ...

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Treasury Management Sales Officer information

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$11K

$61.7K

$89K

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

As of Sep 10, 2026, the average yearly pay for treasury management sales officer in the United States is $61,720.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $70,500.00 per year, depending on experience, location, and employer.

What does a Treasury Management Sales Officer do?

A Treasury Management Sales Officer is responsible for promoting and selling a bank’s treasury products and services to business clients. They work with companies to understand their cash management needs and recommend solutions such as payment processing, fraud prevention, and liquidity management tools. Their goal is to help clients optimize their cash flow, manage financial risks, and improve operational efficiency. Additionally, they often collaborate with relationship managers and support clients with onboarding and ongoing service.

How does a Treasury Management Sales Officer typically collaborate with other departments to provide solutions for clients?

A Treasury Management Sales Officer frequently works cross-functionally, partnering with relationship managers, product specialists, and operations teams to tailor cash management solutions that fit each client's needs. Collaboration is key, as the officer acts as a bridge between clients and internal teams to ensure seamless onboarding, implementation, and ongoing support. This cooperative environment helps address client challenges promptly and fosters a cohesive approach to delivering complex financial products and services.

What are the key skills and qualifications needed to thrive as a Treasury Management Sales Officer, and why are they important?

To thrive as a Treasury Management Sales Officer, you need a solid understanding of financial products, cash management solutions, and a background in finance, business, or accounting, often supported by a bachelor’s degree. Familiarity with treasury management systems, CRM software, and certifications like Certified Treasury Professional (CTP) are highly valued. Exceptional relationship-building, consultative selling, and communication skills set top performers apart in this client-focused role. These abilities are essential to effectively identify client needs, deliver tailored solutions, and drive revenue growth in a competitive financial services environment.

What is the difference between Treasury Management Sales Officer vs Cash Management Specialist?

AspectTreasury Management Sales OfficerCash Management Specialist
CredentialsTypically requires a bachelor's degree in finance or related field; certifications like CAMS or CTP are a plusSimilar educational background; certifications like CAMS or CTP may be relevant
Work EnvironmentClient-facing role involving sales and relationship management within banks or financial institutionsOperational role focusing on cash flow management and transaction services, often within corporate finance teams
Employer & Industry UsageUsed by banks and financial service providers to promote treasury solutionsCommonly employed within corporate finance departments or banks' cash management units

The Treasury Management Sales Officer primarily focuses on selling treasury solutions and building client relationships, while the Cash Management Specialist handles the operational aspects of cash flow and transaction services. Both roles require similar credentials but differ in their core responsibilities and work environment.

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Treasury Management Sales Officer jobs near you
Infographic showing various Treasury Management Sales Officer job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $61,720 per year, or $29.7 per hour.

Treasury Management Sales Officer

Miami, FL • On-site

City National Bank
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This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Treasury Management Sales Officer

The Treasury Management Sales Officer serves as a strategic partner to Relationship Officers, identifying and cultivating new Treasury Management revenue opportunities while ensuring the retention of existing clients. This role is responsible for achieving sales and retention objectives through consultative selling, client analysis, and tailored financial solutions. The officer provides expert guidance and technical support within the Treasury Management department and may contribute to the oversight and development of Treasury Management Coordinators.

Principal Duties & Responsibilities:

  • Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
  • Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
  • Generates new Treasury Management revenue sources.
  • Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.
  • Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.
  • Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.
  • Prepares and negotiates complex Treasury Management service proposals.
  • Independently completes agreements and correspondence with clients.
  • Organizes and conducts training sessions for calling clients.
  • Participates in the development of marketing and training materials.
  • Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.
Qualifications
  • More than 10 years of experience in sales of treasury management products within financial services industry.
  • More than 10 years of product knowledge, sales processes, and vendor interaction.
  • Influencing Subject Matter Expertise Technical knowledge of products and ability to effectively influence obtaining agreement with recommendations.
  • Conceptual Thinking Identifies the critical and interdependencies among system elements that impact products and performance.
  • Must be an ambitious, highly motivated, self starter with the ability to meet or exceed established sales goals.
  • A strong understanding and experience with the corporate selling process are a must.
  • Proven track record of supporting the growth of client relationships.
  • Excellent organizational, analytical and interpersonal skills.
  • Strong problem-solving, negotiation and follow-up skills.
  • Strong verbal and written communication skills.
  • Working knowledge of Microsoft Excel, PowerPoint, and Word.
Education
  • Bachelor's Degree in Business, Finance, or Accounting or an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Special Instructions to Candidates

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair interview process, the use of AI wearables, AT tools, AI applications, or other external assistance is strictly prohibited.

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com

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