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Treasury Management Sales Jobs (NOW HIRING)

BCForward

Treasury Management

Dallas, TX · On-site

$28/hr

Treasury Management Sales Associate I Worksite: 8850 Boedeker Street, Dallas, Texas 75225 Duration: 5-month contract Pay Rate: $28/Hr. On W2 JOB PROFILE SUMMARY Sales Associates are part of the Sales ...

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Treasury Management Sales information

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$39K

$86.9K

$120.5K

How much do treasury management sales jobs pay per year?

As of Sep 6, 2026, the average yearly pay for treasury management sales 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 is treasury management sales?

Treasury Management Sales involves working with businesses to provide financial products and services that help them manage their cash flow, payments, and liquidity. Professionals in this role identify client needs, recommend tailored solutions such as payment processing, fraud prevention, and cash management tools, and build lasting relationships with corporate clients. The goal is to help organizations optimize their financial operations, reduce risk, and improve efficiency.

What are the key skills and qualifications needed to thrive as a treasury management sales professional?

To thrive in Treasury Management Sales, you need a strong understanding of financial products, cash management solutions, and a background in finance or business, often supported by a bachelor's degree. Familiarity with treasury management systems, CRM platforms, and certifications such as CTP (Certified Treasury Professional) is highly valuable. Exceptional communication, relationship-building, and consultative selling skills help professionals stand out in this client-focused role. These abilities are crucial for identifying client needs, delivering tailored financial solutions, and driving business growth in a competitive sector.

What are the typical challenges faced by professionals in treasury management sales, and how can they be addressed?

Professionals in Treasury Management Sales often encounter challenges such as educating clients on complex cash management solutions, staying updated with evolving financial technologies, and managing a diverse portfolio of client needs. To address these, it's important to maintain strong communication skills, invest in ongoing training, and collaborate closely with product specialists and relationship managers. Building trust with clients and proactively identifying their pain points can also help in offering tailored solutions and strengthening long-term partnerships.

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

AspectTreasury Management SalesCash Management Specialist
CredentialsTypically requires banking or finance certifications, such as Certified Treasury Professional (CTP)Often holds similar certifications, with a focus on cash management tools and banking products
Work EnvironmentSales-focused, client-facing roles within banks or financial institutionsOperational, support, or client service roles within banking teams
Employer & IndustryBanking, financial services, corporate financeBanking, corporate treasury departments, financial institutions
Search & Comparison IntentUnderstanding sales roles in treasury servicesLearning about operational cash management functions

While both roles involve cash and treasury functions, Treasury Management Sales focuses on selling treasury solutions to clients, whereas Cash Management Specialists handle the operational aspects of cash management services within the bank or corporation.

Is treasury management sales a good career?

Treasury management sales is a viable career for individuals interested in finance, cash flow, and client relationship management. It often requires strong communication skills, financial knowledge, and certifications such as the Certified Treasury Professional (CTP). The role can offer competitive compensation and opportunities for advancement in banking and corporate finance sectors.
More about Treasury Management Sales jobs

What cities are hiring for Treasury Management Sales jobs?

Cities with the most Treasury Management Sales job openings:

What are the most commonly searched types of Treasury Management Sales jobs?

The most popular types of Treasury Management Sales jobs are:

What states have the most Treasury Management Sales jobs?

States with the most job openings for Treasury Management Sales jobs include:

What job categories do people searching Treasury Management Sales jobs look for?

The top searched job categories for Treasury Management Sales jobs are:

Treasury Management Sales jobs near you
Infographic showing various Treasury Management Sales job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $86,924 per year, or $41.8 per hour.

Treasury Management Sales Associate

First-Merchants-Bank

Indianapolis, IN • On-site

$65 - $95/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

Job Category: Relationship Management/Sales

Requisition Number: TREAS012689

Apply now

  • Posted : July 31, 2026
  • Full-Time
Locations

Showing 1 location

Indianapolis HQ
Indianapolis, IN 46240, USA

Description

First Merchants Bank is seeking a Treasury Management Sales Associate to join our team! This position is responsible for driving the growth of treasury management services by engaging with clients to understand their financial needs and providing tailored solutions. This role involves building and maintaining strong client relationships, conducting needs assessments, and collaborating with internal teams to deliver exceptional service. The associate will stay informed about treasury products and market trends, develop sales strategies to meet targets, and provide training and support to clients on treasury management tools. This position is key to enhancing client satisfaction and contributing to the overall success of the organization.

  • Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing attrition. Collaborate with TMO to implement retention strategies.
  • Cross-selling / Upselling: Proactively identify client needs by leveraging client interactions and data to uncover additional treasury management needs, proactively recommending solutions to clients that optimize cash flow, streamline operations, and mitigate risk.
  • Joint Calls with Treasury Management Officer (TMO): Collaborate with TMO on joint calls to deliver an exceptional onboarding experience for clients, identifying sales opportunities during interactions.
  • Client Education: Ensure clients fully understand the onboarding process for new relationships and services, effectively communicating the value of TM and identifying additional solutions that may benefit them.
  • Client Retention: Regularly review client activities and accounts. Identify opportunities to cross-sell / up-sell TM services
  • Information Gathering: Collect and verify all necessary documentation and information from clients prior to submitting new Treasury onboarding requests, ensuring a smooth and efficient setup process.
  • Service Level Agreement Compliance: Guarantee that requests are entered within the required Service Level Agreement (SLA) once complete documentation has been received, maintaining a focus on timeliness to enhance client satisfaction.
  • Client Follow-Through: Maintain proactive follow-through with clients throughout the onboarding process, ensuring they are informed about the status of their services and identifying any additional needs that may arise.
  • Post-Training Follow-Up: Conduct follow-up conversations with clients post-training to assess satisfaction, gather feedback, and promote any additional services or upgrades that could enhance their experience.
  • Collaboration with TMO: Address any issues or concerns related to requests and onboarding with TMO, maintaining open lines of communication to foster a team-oriented approach to client service.
  • Special Pricing Requests: Accurately complete any special pricing requests, working closely with clients to understand their needs and maximizing opportunities for upselling or cross-selling.
  • Complex Issue Resolution: Partner with Treasury Solutions on complex issues, leveraging expertise to provide clients with tailored solutions and promoting additional services where appropriate.
  • Exceptional Customer Service: Deliver outstanding customer service to Treasury Management clients, actively listening to their needs and providing solutions that align with their financial goals.
  • Feedback Loop with TMO: Maintain an open feedback loop with the TMO regarding client interactions and sales opportunities, fostering a collaborative approach to sales and service delivery.
  • CRM Tracking & Maintaining and Updating – TM Tracker

To be successful in this position, we require the following:

  • High school diploma or equivalent (GED).
  • A minimum of one (1) year of financial services or related experience.

The following would be a plus:

  • Strong attention to detail and organizational skills
  • Problem-solving skills
  • Excellent verbal and written communication abilities
  • Ability to work in face paced environment and manage multiple priorities
  • Proficiencies in Microsoft Office Suite – particularly excel, word and PowerPoint
  • Familiarity with Treasury Management services is a plus
  • Ability to work independently

First Merchants offers the following:

  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Tuition Reimbursement
  • Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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