Treasury Management Sales Associate

Kelly; Cincinnati (OH); On-site; USD 54,000 - 58,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Telemedicine

Life insurance

Disability insurance

Critical illness

Legal plan

Transit benefit

Retirement plan

Paid holidays

Sick leave

Job summary

Kelly Cincinnati is seeking a Treasury Management Sales Associate to join the Sales Delivery Team. You will assist Treasury Management Officers with client pricing, proposal generation, and portfolio management, helping develop skills toward becoming a Treasury Management Officer.

The role requires a minimum of 2 years in banking, strong communication, and a proactive problem-solving mindset. You will work with local/regional teams and support cross-functional deal teams in delivering high-value

Qualifications

• Minimum of 2 years’ experience in the banking industry.
• Strong verbal and written communication skills.
• Demonstrated creative problem-solving skills and critical thinking.
• Proven track record of client interaction and proactive solution development.
• Self-motivated with the ability to work independently and manage multiple priorities.
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint.
• Project management experience a plus.

Responsibilities

• Support assigned Treasury Management Officers throughout the sales process, integrating with local/regional teams.
• Engage in client call preparation, proposal generation, relationship reviews, trend and working capital analysis, pricing, and profitability modeling.
• Review and data mine portfolios for revenue enhancement and cross-sell opportunities.
• Manage small sales opportunities, including solution development and follow-up.
• Collaborate with cross-functional deal teams to deliver high-value client solutions.
• Participate in the RFP pricing process, including proformas and modeling.
• Assist with sensitive and escalated customer service and implementation issues.
• Attend prospect and client-facing meetings as appropriate.

Skills

Client interaction

Pricing

Relationship reviews

Microsoft Excel

Microsoft Word

PowerPoint

Problem solving

Tools

Excel

PowerPoint

Job description

About Kelly

Location: Cincinnati, Ohio

Job Type: Full-time

Schedule: 8:00am-5:00pm, Monday-Friday

Pay Rate: $27.00

About Kelly

At Kelly®, we connect talented people with opportunities to thrive. As a respected leader in the recruiting and workforce solutions industry, we empower individuals to shape their careers and build brighter futures.

Position Overview

Our client is seeking a motivated Treasury Management Sales Associate to join the Sales Delivery Team. In this role, you\'ll assist Treasury Management Officers with a range of sales activities, including client pricing, presentation building, and portfolio management. This is an excellent opportunity to develop the skills and knowledge necessary to advance into a Treasury Management Officer role.

Key Responsibilities

• Support assigned Treasury Management Officers throughout the sales process, integrating with local/regional teams.
• Engage in client call preparation, proposal generation, relationship reviews, trend and working capital analysis, pricing, and profitability modeling.
• Review and data mine portfolios for revenue enhancement and cross-sell opportunities.
• Manage small sales opportunities, including solution development and follow-up.
• Collaborate with cross-functional deal teams to deliver high-value client solutions.
• Participate in the RFP pricing process, including proformas and modeling.
• Assist with sensitive and escalated customer service and implementation issues.
• Attend prospect and client-facing meetings as appropriate.
  

Qualifications

• Minimum of 2 years’ experience in the banking industry.
• Strong verbal and written communication skills.
• Demonstrated creative problem-solving skills and critical thinking.
• Proven track record of client interaction and proactive solution development.
• Self-motivated with the ability to work independently and manage multiple priorities.
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint.
• Project management experience a plus.
  

Working Conditions

• Extensive PC and phone usage.
• Minimal travel may be required.
  

Why Kelly?

• Supportive and inclusive culture.
• Access to ongoing training and professional development.
• Opportunities to advance your career in financial services.
  

Ready to leverage your banking expertise and grow your Treasury Management career? Apply today with Kelly!

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. NoteThis paragraph previously contained a link with information on benefits accessible to Kelly Talent Community members. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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 Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Kelly may use AI-powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.