Treasury Management Sales Associate

Kelly Services; California; In loco; USD 31.000 - 44.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Collaborative culture

Career development opportunities

Descrizione del lavoro

Kelly Services in Carlsbad, California is seeking a Treasury Management Sales Associate I. This full-time role supports Treasury Management Officers with sales, pricing, and portfolio management while handling administrative tasks.

Excellent communication and teamwork are essential as you work with local and regional teams. The position offers a competitive hourly pay rate and opportunities for growth within Treasury Management and Commercial Banking.

Competenze

• Minimum 2 years of banking, treasury management, or related financial services experience.
• Strong verbal and written communication skills.
• Excellent analytical and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with MS Word, Excel, and PowerPoint.

Mansioni

• Support Treasury Management Officers throughout the sales process with local and regional teams.
• Assist with pricing, proformas, profitability analysis, and pricing submissions.
• Engage in portfolio management activities, revenue enhancement, and cross-sell opportunities.
• Support proposal and RFP processes, including coordination and documentation.
• Maintain sales pipeline reporting and administrative tasks.
• Collaborate across internal partners to ensure effective solution delivery.

Conoscenze

Banking experience

Communication

Problem solving

Project management

Sales support

Strumenti

Microsoft Word

Microsoft Excel

PowerPoint

Descrizione del lavoro

Job Description

Treasury Management Sales Associate I

Location: Carlsbad, California
Job Type: Full-time
Pay Rate: $27.00/hour
Schedule:8:00am-5:00pm, Monday-Friday

About Kelly®

Kelly® is committed to connecting talented professionals with opportunities to develop and excel. We partner with leading organizations to provide impactful career paths, support professional growth, and help you reach your career goals.

Job Summary

As a Treasury Management Sales Associate , you will be an essential member of the Sales Delivery Team, supporting Treasury Management Officers with sales, pricing, portfolio management, and administrative activities. You’ll enjoy a varied role providing exposure to treasury management sales and solution development, while developing the capabilities for future growth within Treasury Management and Commercial Banking.

Key Responsibilities

• Support assigned Treasury Management Officers throughout the sales process, collaborating with local and regional teams.
• Support pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation.
• Engage in portfolio management activities, relationship reviews, working capital analysis, and identifying revenue enhancement or cross-sell opportunities.
• Assist with proposal and RFP processes: intake reviews, response coordination, stakeholder engagement, tracking deliverables, and submission support.
• Coordinate across internal partners to support solution development and effective execution of sales opportunities.
• Maintain sales pipeline reporting, opportunity tracking, and administrative functions supporting Treasury Management sales.
• Assist with implementation follow-up, service requests, issue resolution, and all sales support activities.
• Participate in internal sales strategy meetings, process improvement initiatives, and special projects.
• Work collaboratively across teams to deliver exceptional client experiences.

Qualifications

• Minimum 2 years of experience in banking, treasury management, commercial banking, sales support, or related financial services.
• Strong verbal and written communication skills.
• Excellent analytical, organizational, and problem-solving abilities.
• Critical thinking and project management experience.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Demonstrated initiative and the ability to work independently while collaborating with teams.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management is preferred.

Why Kelly®?

• Competitive pay rate: $27.00/hour
• Supportive and collaborative company culture
• Access to professional development and advancement opportunities in financial services

Start your path toward a rewarding career in Treasury Management!

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan.

Get a complete career fit with Kelly®.

You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Ke