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Treasury Sales Associate Jobs (NOW HIRING)

Associate, Treasury Sales

Los Angeles, CA ยท Hybrid

$90K - $115K/yr

Position Summary: We're searching for a Treasury Relationship Associate responsible for supporting ... Major Responsibilities: 90% Sales Support & Account Management - Assist Treasury Relationship ...

Associate, Treasury Sales

Los Angeles, CA ยท On-site

$90K - $115K/yr

Position Summary: We're searching for a Treasury Relationship Associate responsible for supporting ... Major Responsibilities: 90% Sales Support & Account Management - Assist Treasury Relationship ...

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Treasury Sales Associate information

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How much do treasury sales associate jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for treasury sales associate in the United States is $19.07, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $18.27 per hour, depending on experience, location, and employer.

How does a Treasury Sales Associate typically collaborate with internal teams to deliver client solutions?

As a Treasury Sales Associate, you will regularly partner with relationship managers, product specialists, and implementation teams to deliver tailored treasury solutions for clients. This collaboration involves coordinating client meetings, preparing sales materials, and ensuring a smooth onboarding process. You'll act as a bridge between clients and internal stakeholders, facilitating communication to address client needs efficiently. This team-oriented environment helps you gain a well-rounded understanding of both client requirements and the bank's product offerings.

Is treasury a good career?

A treasury sales associate role involves managing corporate cash flow, investments, and banking relationships, requiring strong financial and communication skills. It can be a stable career with opportunities for advancement in financial institutions or corporate finance departments, often requiring knowledge of financial markets and tools like Excel or treasury management systems.

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

To thrive as a Treasury Sales Associate, you typically need a bachelor's degree in finance, business, or a related field, along with strong analytical and financial acumen. Familiarity with treasury management systems, cash management products, and CRM platforms is crucial, and relevant certifications like CTP (Certified Treasury Professional) can be advantageous. Exceptional communication, relationship-building skills, and the ability to work collaboratively with clients and internal teams help individuals excel in this client-facing role. These skills ensure effective delivery of treasury solutions, foster client satisfaction, and drive revenue growth for the organization.

What is the role of a treasury associate?

A treasury associate is responsible for managing a company's cash flow, banking relationships, and financial transactions to ensure liquidity and financial stability. They often handle tasks such as cash forecasting, risk management, and using treasury management systems. Strong analytical skills and knowledge of financial regulations are important for this role.

What does a treasury sales associate do?

A treasury sales associate is responsible for managing client relationships and selling treasury products such as cash management services, foreign exchange, and investment solutions. They analyze clients' financial needs, provide tailored recommendations, and use financial software to facilitate transactions. Strong communication skills and knowledge of financial markets are essential for success in this role.

What are Treasury Sales Associates?

Treasury Sales Associates are financial professionals who support the sales and relationship management of treasury products and services for corporate or institutional clients. They assist senior sales staff by preparing proposals, analyzing client needs, and coordinating with internal teams to deliver solutions such as cash management, liquidity, and payment services. Their role is crucial in helping clients optimize their financial operations and maintain strong banking relationships.

How much does a treasury sales officer make?

A treasury sales officer at JP Morgan typically earns a base salary ranging from $70,000 to $120,000 annually, with total compensation including bonuses often reaching $150,000 or more. Compensation varies based on experience, performance, and location, and the role requires strong knowledge of financial markets and client relationship skills.

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

AspectTreasury Sales AssociateTreasury Analyst
Primary FocusClient relationship management and sales of treasury productsAnalyzing treasury data and managing cash flow strategies
Required CredentialsBachelor's degree, sales experience often preferredBachelor's degree, finance or accounting background often required
Work EnvironmentClient-facing, sales-driven, often in banking or financial institutionsAnalytical, internal team-focused, in corporate treasury or finance departments

The main difference between a Treasury Sales Associate and a Treasury Analyst lies in their focus: the Sales Associate concentrates on client relationships and selling treasury products, while the Analyst focuses on analyzing financial data and managing cash strategies. Both roles require a finance-related degree, but their daily tasks and work environments differ significantly.

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Treasury Sales Associate

Treasury Sales Associate

Mercantile Bank

Grand Rapids, MI โ€ข On-site

Full-time

Life, Retirement, PTO

Posted 6 days ago


Job description

Join Mercantile Bank in Grand Rapids, MI as a full-time Treasury Sales Associate. This opportunity is perfect for early sales professionals and finance enthusiasts to dive into the dynamic world of commercial banking! In this junior-level role, you'll engage with technology and innovative financial solutions, helping our commercial clients optimize their treasury management needs.
This role offers the flexibility of a hybrid role that consists of an engaging office environment, work from home days, and time in the community connecting with commercial clients. As a tech-savvy individual, you'll engage in meaningful interactions with customers, leveraging your aptitude for learning new systems to provide exceptional support to our team of talented Treasury Sales Officers while you hone your skills.
This position as an associate offers many opportunities for advancement and is a great way to begin your career in the commercial banking sector. Embrace the chance to evolve your career while contributing to a company that values integrity, accountability, and inclusivity.
Core Responsibilities:
  1. Support Treasury Sales Officers by creating proposals, presentations, and other administrative tasks related to the sales process
  2. Become a subject matter expert that can confidently attend client meetings and provide direct sales support to customers
  3. Collaborate internally with our sales, onboarding, support, and operations teams to help customers throughout the sales process and ensure effective handoff
Why Mercantile Bank?
Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do.
As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities.
A Look into Your Day
This exciting junior-level position focuses on supporting new and existing business customers by connecting them to our innovative treasury management products, enabling them to operate more efficiently and securely. You will work alongside experienced Treasury Sales Officers, crafting tailored proposals and presentations to meet the unique needs of our commercial clients. This role offers hands-on experience, attending customer visits across the greater West Michigan area, enriching your understanding of our customizable services.
With an emphasis on technology, curious individuals who enjoy problem-solving will thrive here. You'll have the chance to engage with a variety of businesses while representing the Bank with integrity, all while building valuable relationships. After an initial in-office training period, you may enjoy the flexibility of working from home 1-2 days a week. Join us to make a genuine impact in your community while advancing your career in treasury management!
Comfortably navigating an office environment during training hours of Monday through Friday, 8 AM to 5 PM, is expected, with the potential for work-from-home flexibility once adequately trained and performance is assessed. While prior banking or treasury experience is a plus, we welcome candidates who are open to obtaining their Certified Treasury Professional (CTP) designation at the associate level.
This role will take you to customer visits across the greater West Michigan area where you'll use your power to connect, build relationships, and uncover opportunities. We take pride in selling the right product for the customer's needs and you will represent the Bank with integrity. Your strong organizational skills and quick follow-up will ensure a successful hand-off to our implementation team.
What We're Looking For
To excel as a Treasury Sales Associate at Mercantile Bank, candidates must possess a strong aptitude for technology and a willingness to learn new systems, as our treasury management products are primarily online. A minimum of two years in a customer-facing role, coupled with prior sales experience, is essential for success in this position. While a high school diploma or GED is required, a bachelor's degree in a business-related field or equivalent work experience is strongly preferred. An effective professional demeanor is vital, encompassing attendance, appearance, and interpersonal skills, along with excellent verbal and written communication abilities.
Requirements:
  • Has a high aptitude for technology and learning new systems
  • Has experience in a sales role or at minimum 2 years of customer facing experience
  • High school diploma or GED required
  • Ability to work in an office environment M-F 8am-5pm throughout training with flexibility and a work from home day offered once trained and manager is confident in ability
  • Professional demeanor
  • Excellent verbal/written communication skills

Preferred Qualifications:
  • A bachelor's degree in business related field
  • Previous banking and/or Treasury experience
  • Holding, or open to obtaining, Certified Treasury Professional (CTP) designation

If you feel this is the right job for you, please apply!