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Treasury Management Sales Officer Jobs (NOW HIRING)

Renasant Bank

Treasury Sales Officer II

Metairie, LA · On-site

Overview The Treasury Sales Officer will be responsible for effectively selling the Bank ... Deliver internal treasury management presentations and participate in sales meetings, joint call ...

MRISpokane

Treasury Sales Officer

Parsippany, NJ · On-site +1

Senior Treasury Management Sales Officer Location: Northern New Jersey | Hybrid with significant regional client travel Opportunity Overview A growing regional commercial banking organization is ...

Kids for the Future

Email jolene.howell@westplainsbank.com Description Role The Treasury Management Sales Officer (TMSO) plays a key role in helping the bank grow and deepen relationships with local businesses. This ...

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Treasury Management Sales Officer information

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$11K

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

As of Sep 12, 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, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $61,720 per year, or $29.7 per hour.

Treasury Management Sales Officer II

Costa Mesa, CA • On-site

Western Alliance Bancorporation
See more jobs at Western Alliance Bancorporationexternal

$169K - $200K/yr

Full-time

Medical, Dental, Retirement

Re-posted 4 days ago

Job description

Job Title:
Treasury Management Sales Officer II
Location:
Costa Mesa
What you'll do:
As a Treasury Management Sales Officer II, you'll be responsible at the divisional level for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. You'll assist with the design of new Treasury Management services and the development of marketing programs. One of your key responsibilities is to build strong partnerships with appropriate sales partners and Relationship Managers to use consultative and strategic sales skills to turn prospects into clients and to expand business of existing.
  • Responsible for managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale. Retain and grow customer portfolio with a program of service review, regular calling, and industry training.
  • Develop independent channels to prospect for new Treasury Management clients and manages the process to maintain a pipeline of potential targets. Complete calls independently or with appropriate partners on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements.
  • Maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues. Use this knowledge to design customer-centric treasury management solutions, and provide consultative expertise on the liquidity management cycle. Also responsible for providing industry and product training to internal and external audiences including customers, resource groups and Relationship Managers.
  • Represent the Bank in the local and regional Treasury Management communities, and in industry groups.

What you'll need:
  • 8+ years of related experience in Treasury Management Sales or similar field.
  • Bachelor's degree or equivalent experience required.
  • Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Experience in developing new business with a focus on companies with revenue of $50 million to Fortune 500 preferred.
  • Ability to cultivate COIs that refer business and cultivate long term client retention.
  • Proven ability to cross sell and negotiate complex solutions consultative approach.
  • Intermediate speaking and writing communication skills.
  • Certified Treasury Professional preferred.
  • Occasional travel required.

Compensation: Salary range for new hires is generally $169,410.00 - $200,000.00 for San Diego, CA. Salary range for new hires is generally $169,410.00 - $200,000.00 for Costa Mesa, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.
Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
© Western Alliance Bancorporation

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