ZipRecruiter

Log In

1

Treasury Sales Analyst Jobs (NOW HIRING)

Jobtailor

Treasury Sales Associate

California, MO · On-site

Support treasury sales processes for the Middle Market Technology Team and strategies to grow ... Produce client and portfolio analyses covering profitability, revenue performance, product usage ...

Bank of America

Treasury Sales Associate

San Diego, CA · On-site

Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing * Partners with Product Specialists and ...

New

previous page

Showing results 41-60

All JobsTreasury Sales Analyst Jobs

Treasury Sales Analyst information

See salary details

$34.5K

$78.8K

$130K

How much do treasury sales analyst jobs pay per year?

As of Sep 13, 2026, the average yearly pay for treasury sales analyst in the United States is $78,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $93,000.00 per year, depending on experience, location, and employer.

What is a treasury sales analyst?

Treasury Sales Analysts are financial professionals who support the sales and relationship management functions within a bank's treasury or cash management division. They assist in analyzing client needs, preparing proposals for treasury products and services, and ensuring smooth onboarding of new clients. Their work enables organizations to efficiently manage liquidity, payments, and financial risk. Treasury Sales Analysts often collaborate with sales officers, product specialists, and operations teams to deliver customized solutions for corporate and institutional clients.

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

To thrive as a Treasury Sales Analyst, you need strong analytical skills, financial acumen, and a relevant degree in finance, business, or economics. Familiarity with treasury management systems, Excel, and possibly certifications like CTP (Certified Treasury Professional) are valuable for this role. Exceptional communication, client relationship management, and attention to detail are soft skills that set top performers apart. These competencies are crucial for providing effective financial solutions, supporting client needs, and driving business growth in a dynamic environment.

What are the main challenges treasury sales analysts typically face when supporting complex client transactions?

Treasury Sales Analysts often encounter challenges related to managing multiple client requests, tight deadlines, and the need to tailor solutions for diverse business needs. They must balance analytical tasks with client-facing responsibilities, ensuring accuracy in documentation and compliance with regulatory requirements. Collaborating closely with senior sales officers, product specialists, and operations teams, they play a vital role in facilitating smooth execution of treasury products and services, which requires strong communication and organizational skills.

What is the difference between Treasury Sales Analyst vs Treasury Analyst?

AspectTreasury Sales AnalystTreasury Analyst
Required CredentialsBachelor's degree, financial certifications (e.g., CFA, CPA) often preferredBachelor's degree, financial certifications may be advantageous
Work EnvironmentClient-facing, sales-driven, collaborative with sales teamsInternal, focused on cash management, risk analysis, and reporting
Employer & Industry UsageBanking, financial services, corporations with treasury departmentsCorporations, banks, financial institutions managing treasury functions

While both roles involve treasury functions, the Treasury Sales Analyst primarily focuses on client relationships and sales of treasury products, whereas the Treasury Analyst concentrates on internal cash management, risk assessment, and financial reporting within an organization.

More about Treasury Sales Analyst jobs

What cities are hiring for Treasury Sales Analyst jobs?

Cities with the most Treasury Sales Analyst job openings:

What states have the most Treasury Sales Analyst jobs?

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

What are popular job titles related to Treasury Sales Analyst jobs?

For Treasury Sales Analyst jobs, the most frequently searched job titles are:

Treasury Sales Analyst jobs near you
Infographic showing various Treasury Sales Analyst job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $78,779 per year, or $37.9 per hour.

Treasury Sales Associate

California, MO • On-site

Jobtailor
See more jobs at Jobtailorexternal

Other

Posted 5 days ago

Job description

  • Facilitate direct end-to-end relationships with one or more Treasury Sales Officers
  • Support treasury sales processes for the Middle Market Technology Team and strategies to grow domestic and international revenue
  • Coordinate industry, prospect, and client research for pre-call planning
  • Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
  • Produce client and portfolio analyses covering profitability, revenue performance, product usage, balance trends, and variance analysis
  • Coordinate KYC onboarding for new legal entities with AML and onboarding teams
  • Coordinate the Client Management Process, including planning, client calling, team meeting preparation, delivery, follow-up, revenue, and pathway tracking
  • Develop strategies, proposals, and pitchbooks through industry, client, and prospect research
  • Complete price and cost-benefit analysis models and support non-standard pricing
  • Partner with Product Specialists and support partners to grow revenue and deepen relationships
  • Support implementation, client onboarding, and training activities
  • Participate in in-person client calling and ad-hoc direct sales opportunities
  • Manage escalated service issues with appropriate resources
  • Prepare analysis and presentation materials for client meetings
  • Complete card agreements and gather documentation for implementation
Requirements
  • Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
  • Strong business and financial acumen
  • Effective problem solving, trend and opportunity analysis, risk management, and client meeting preparation
  • Strong client relationship-building through communication and collaboration
  • Proactive mindset and effective time management
  • Results-driven mindset prioritizing client and team interests
  • Strong computer application skills, including Microsoft Office
  • Two or more years of B2B sales and/or client service experience in a financial services environment (desired)
  • Bachelor's degree or equivalent work experience (desired)
  • Certified Treasury Professional certification or equivalent (desired)
  • Experience prospecting and developing new business (desired)
  • Knowledge of U.S. or international cash management products (desired)
  • Prior experience in Global Payments, Treasury Management, or Corporate Banking (strongly preferred)
  • Two to five years of relevant banking experience across sales, operations, compliance, and/or product management (desired)
  • Working knowledge of U.S. and global treasury management products, services, and industry trends
  • Must comply with applicable FDIC and Safe Act/Loan Originators hiring restrictions
Core Competencies

Demonstrates strong business and financial acumen with expertise in treasury management and corporate banking. Proficient in client relationship-building, problem-solving, and data analysis to support revenue growth and client satisfaction.

Highest-signal resume keywords
  • Treasury Management Experience
  • Client Relationship-Building
  • Financial Acumen
  • B2B Sales Experience
  • Certified Treasury Professional
Hard Skills
  • Data Analysis
  • Cost-Benefit Analysis
  • KYC Onboarding
  • Pricing Models
  • Client Portfolio Analysis
  • Sales Data Management
  • Trend Analysis
  • Risk Management
  • Proposal Development
  • Client Meeting Preparation
Soft Skills
  • Effective Problem Solving
  • Proactive Mindset
  • Time Management
  • Collaboration
  • Communication
Certifications & Qualifications
  • Certified Treasury Professional
Industry Keywords
  • Corporate Banking
  • Global Payments
  • Cash Management Products
  • Financial Services
  • Client Management Process
  • Sales Processes
  • Revenue Performance
  • U.S. Treasury Management
  • International Treasury Management
  • FDIC Compliance
Tools & Technologies
  • Microsoft Office
#J-18808-Ljbffr

Apply