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Treasury Sales Associate Jobs in California (NOW HIRING)

Sunwest Bank

Treasury Management Associate

Irvine, CA · On-site

$70K - $80K/yr

This position partners closely with Treasury Management Sales Officers to support client ... Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field. * Treasury ...

Sunwest Bank

Treasury Management Associate

Irvine, CA

$60K - $80K/yr

This position partners closely with Treasury Management Sales Officers to support client ... Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field. * Treasury ...

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Treasury Sales Associate information

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How much do treasury sales associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for treasury sales associate in California is $18.82, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $18.03 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.

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 a treasury sales associate?

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.

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.

What are the most commonly searched types of Treasury Sales jobs in California? The most popular types of Treasury Sales jobs in California are:
What are popular job titles related to Treasury Sales Associate jobs in California? For Treasury Sales Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Treasury Sales Associate jobs in California look for? The top searched job categories for Treasury Sales Associate jobs in California are:
What cities in California are hiring for Treasury Sales Associate jobs? Cities in California with the most Treasury Sales Associate job openings:
Treasury Sales Associate jobs near you
Infographic showing various Treasury Sales Associate job openings in California as of August 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 100% In-person job distribution, with an average salary of $39,147 per year, or $18.8 per hour.

Treasury Sales Associate - Commercial Term Lending

JP Morgan Chase

Irvine, CA • On-site

Full-time

Medical, Retirement

Re-posted 24 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 492 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks

Job description

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.

 
Job responsibilities
  • Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
  • Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
  • Develop an understanding of clients' Treasury cash management structure and objectives
  • Coordinate with product partners to develop comprehensive Treasury solutions
  • Develop and understand competitors' products and positioning within the client & market
  • Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
  • Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
  • Bachelor's Degree
  • Three+ years' relevant banking and treasury experience
  • Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
  • Superior verbal and written communication skills with the ability to mobilize internal networks and resources
  • Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
  • Proficiency in Microsoft Office (PowerPoint, Excel and Word)
  • Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
  • Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
  • Sales, portfolio management or relationship management experience
  • Qualitative and quantitative skills

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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