Treasury Sales Associate Jobs
Treasury Sales Associate jobs are open across commercial banking, fintech, and corporate finance at every level from junior associate to senior relationship manager, with specializations in cash management, liquidity solutions, and payments advisory. See the openings below and apply to the ones that match your experience.
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Treasury Services manages the University’s debt portfolio and oversees the investment of the University’s operating funds by providing investment strategy and financial modeling at the institutional level. This includes, among other things, planning and execution of financing transactions, capital funding, management of the external credit rating of the institution, management of liquidity needs, meeting compliance and regulatory demands and servicing external financial debt payments and related obligations.
The Associate Treasurer and Director of Treasury Operations provides strategic and operational leadership for key University financial functions, including debt management, liquidity and cash management, investment activity, capital accounting, capital project financial management, financial planning and analysis, and Treasury data and reporting. The position manages a team of four financial professionals and is responsible for integrating Treasury and Capital Accounting operations to support the University’s financial strategy, capital plan, regulatory compliance, and institutional financial reporting.
The position also manages and analyzes the University’s debt portfolio, cash flows, liquidity, and investment activity; supports year-end accounting and development of the University’s Annual Financial Report; ensures compliance with applicable accounting, tax, debt, and bond covenant requirements; and performs financial analysis critical to maintaining the University’s AAA credit rating. The position develops institutional financial planning and analysis capabilities, including the use of modeling tools such as Synario to support forecasting, scenario modeling, capital planning, and strategic decision-making.
The position also has management responsibility for the University’s Capital Accounting function and leads cross-functional coordination among Treasury Services, Facilities Services, Accounting Services/the Controller’s Office, and other University stakeholders to ensure accurate and timely capital project accounting, reporting, funding, and closeout. As the University’s capital footprint and project volume grow, the position develops and implements scalable processes, controls, analytical tools, and reporting structures to improve financial management of the University’s capital program.
Advanced knowledge interpreting financial statements.
Advanced skills with Excel and data analysis tools (e.g. Power BI, Tableau).
Advanced data management skills that include the ability to extract, interpret, transform and use financial information ad hoc.
Understanding of capital markets to include short and long-term investment vehicles and associated financial products.
Ability to work independently with sound direction and goals.
Ability to educate constituents, deliver formal presentations, summarize complex data, and communicate results with outstanding written and verbal correspondence to advance the goals and directives of senior leadership.
Additional computer software experience including ERP financial systems, Access, Outlook, Word, and PowerPoint.
PeopleSoft experience.
Working knowledge of data/programming languages (e.g. SQL, DAX).
Financial experience in higher education with a preference towards treasury management.
Prior work experience with municipal bonds to include issuances, structures, underwriting, tax and compliance implications.
Prior work experience with cash management and cash flows.
- Prior work experience with capital budgeting.
Not Applicable.
Treasury Services manages the University’s debt portfolio and oversees the investment of the University’s operating funds by providing investment strategy and financial modeling at the institutional level. This includes, among other things, planning and execution of financing transactions, capital funding, management of the external credit rating of the institution, management of liquidity needs, meeting compliance and regulatory demands and servicing external financial debt payments and related obligations.
The Associate Treasurer and Director of Treasury Operations provides strategic and operational leadership for key University financial functions, including debt management, liquidity and cash management, investment activity, capital accounting, capital project financial management, financial planning and analysis, and Treasury data and reporting. The position manages a team of four financial professionals and is responsible for integrating Treasury and Capital Accounting operations to support the University’s financial strategy, capital plan, regulatory compliance, and institutional financial reporting.
The position also manages and analyzes the University’s debt portfolio, cash flows, liquidity, and investment activity; supports year-end accounting and development of the University’s Annual Financial Report; ensures compliance with applicable accounting, tax, debt, and bond covenant requirements; and performs financial analysis critical to maintaining the University’s AAA credit rating. The position develops institutional financial planning and analysis capabilities, including the use of modeling tools such as Synario to support forecasting, scenario modeling, capital planning, and strategic decision-making.
The position also has management responsibility for the University’s Capital Accounting function and leads cross-functional coordination among Treasury Services, Facilities Services, Accounting Services/the Controller’s Office, and other University stakeholders to ensure accurate and timely capital project accounting, reporting, funding, and closeout. As the University’s capital footprint and project volume grow, the position develops and implements scalable processes, controls, analytical tools, and reporting structures to improve financial management of the University’s capital program.
Advanced knowledge interpreting financial statements.
Advanced skills with Excel and data analysis tools (e.g. Power BI, Tableau).
Advanced data management skills that include the ability to extract, interpret, transform and use financial information ad hoc.
Understanding of capital markets to include short and long-term investment vehicles and associated financial products.
Ability to work independently with sound direction and goals.
Ability to educate constituents, deliver formal presentations, summarize complex data, and communicate results with outstanding written and verbal correspondence to advance the goals and directives of senior leadership.
Additional computer software experience including ERP financial systems, Access, Outlook, Word, and PowerPoint.
PeopleSoft experience.
Working knowledge of data/programming languages (e.g. SQL, DAX).
Financial experience in higher education with a preference towards treasury management.
Prior work experience with municipal bonds to include issuances, structures, underwriting, tax and compliance implications.
Prior work experience with cash management and cash flows.
- Prior work experience with capital budgeting.
Not Applicable.
Treasury Sales Associate Jobs by Experience Level
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Find Treasury Sales Associate JobsTreasury Sales Associate Job Market
Who's Hiring
- JPMorganChase13
- Fulton Bank2
- Bank of America2
- Park State Bank2
- PwC1
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in treasury sales associate jobs.
- Bachelor's degree in finance, accounting, business, or a related field
- Experience selling or supporting treasury management or cash management products
- Proficiency with CRM platforms and treasury management systems
- Strong consultative sales skills with a client-facing relationship background
- Familiarity with payment rails including ACH, wire transfer, and commercial card
- Certified Treasury Professional designation preferred or in progress
Tips for Your Treasury Sales Associate Job Search
Quantify your book of business results
Treasury sales roles live and die on revenue metrics. List the dollar value of deals you closed, the number of clients you retained, and any fee income you generated. Generic relationship management language won't move your resume past the first screen.
Highlight product knowledge on your resume
Hiring managers scan for specific treasury products: lockbox, ACH origination, positive pay, and commercial card. Name every product line you've sold or supported so your resume matches the job description's language and clears keyword filters.
Target openings by client segment, not just bank name
A middle-market treasury sales role and a large-corporate treasury role demand completely different skill sets. Filter openings by the client revenue tier in the posting, and tailor your cover letter to show you've worked with that segment before.
Apply early to roles that fit
Migrate Mate lists treasury sales associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a consultative sales story for interviews
Interviewers will ask you to walk through a deal from discovery to close. Prepare a concise story covering the client's pain point, the treasury solution you proposed, how you handled objections, and the outcome. Vague answers about teamwork will cost you the offer.
Negotiate by anchoring to fee revenue potential
When discussing compensation, frame your ask around the revenue you expect to bring in from your existing client relationships. Treasury sales managers respond better to pipeline logic than to market-rate comparisons when evaluating a counter-offer.
Treasury Sales Associate Jobs: Frequently Asked Questions
Which companies are hiring the most treasury sales associates?
The companies hiring the most treasury sales associates right now include JPMorganChase, Fulton Bank, and Bank of America, with the largest share of openings in Texas, New York, and Illinois, based on current listings on Migrate Mate as of November 2026. Regional and community banks are also active hirers alongside the larger institutions.
How many treasury sales associate jobs are remote?
About 67% of treasury sales associate openings are fully remote or hybrid as of November 2026, though fully on-site roles remain common given the relationship-driven nature of the work. Advisory and inside sales sub-roles tied to digital treasury platforms tend to have the highest share of remote or hybrid arrangements.
How do you become a treasury sales associate?
Start with a finance or business degree, then build foundational knowledge in cash management products through a banking operations or treasury analyst role. Develop your consultative sales skills by supporting senior relationship managers on pitches before taking on your own client portfolio. Earning the Certified Treasury Professional designation strengthens your credibility and is frequently listed as preferred in job postings.
Can you get a treasury sales associate job with little experience?
Yes, some banks hire candidates into associate or junior treasury sales roles directly from college if they demonstrate strong financial acumen and client communication skills. Internships in commercial banking or treasury operations are the most effective way to get a foot in the door. Highlighting any sales internship, finance coursework, or exposure to payment products in your application will offset limited direct experience.
What does the treasury sales associate interview process look like?
Most processes run three to four rounds. The first is a recruiter screen covering your background and motivation, followed by a hiring manager interview focused on product knowledge and your sales approach. Later rounds typically include a panel with senior treasury officers and sometimes a case study or pitch exercise where you present a treasury solution to a hypothetical client. References are checked before an offer is extended.
Where can I find and apply to treasury sales associate jobs?
You can find and apply to treasury sales associate jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your experience level and product background, then apply directly to each listing that matches what you're looking for.
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