Treasury Management Sales Associate

Kelly Services; Texas; In loco; USD 54.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive weekly pay

Direct Kelly team support

Learning and development resources

Descrizione del lavoro

Kelly Services is seeking a Treasury Management Sales Associate to support Treasury Management Officers, assist with pricing, proposal generation, and client communications. This is a hands-on role designed to develop toward a Treasury Management Officer.

You will collaborate with local and regional teams, build client presentations, analyze working capital, and help identify cross-sell opportunities while delivering excellent client service.

Competenze

• Minimum 2 years of banking industry experience.
• Strong verbal and written communication skills.
• Proven ability in problem solving, critical thinking, and project management.
• Demonstrated track record of client interactions and proactive solution development.
• Ability to work independently, showing initiative while managing multiple tasks.
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint.

Mansioni

• Assist assigned Treasury Management Officers throughout the sales process, integrating with local/regional teams.
• Participate in client call preparation, proposal generation, relationship reviews, working capital analysis, pricing and profitability modeling.
• Data mine existing portfolios for revenue enhancement and cross-sell opportunities.
• Help develop solutions, follow up on small sales opportunities, and contribute to client meetings when appropriate.
• Support sensitive/escalated customer issues and ensure an exceptional client experience.
• Engage in RFP pricing processes and collaborate with cross-functional teams.

Conoscenze

Banking experience

Communication skills

Problem-solving

Multi-tasking

MS Office proficiency

Strumenti

Microsoft Word

Microsoft Excel

PowerPoint

Descrizione del lavoro

Job Description

Treasury Management Sales Associate
Pay Rate: $27.00/hour
Schedule: Monday – Friday, 8:00 AM – 5:00 PM
Location: Onsite in Dallas, Texas

Are you looking to take your banking expertise to the next level? Kelly is seeking a talented and proactive Treasury Management Sales Associate to join our client’s Sales Delivery Team. If you excel at building presentations, analyzing trends, and supporting a dynamic sales process, we want to connect with you!

About the Role

As a TM Sales Associate, you will play a key part in supporting Treasury Management Officers—helping with client pricing, presentation building, proposal generation, portfolio management, and more. This is a hands‑on opportunity to develop the knowledge and skillset needed to advance toward a Treasury Management Officer role.

Key Responsibilities

• Assist assigned Treasury Management Officers throughout the sales process, integrating with local/regional teams
• Participate in client call preparation, proposal generation, relationship reviews, working capital analysis, pricing and profitability modeling
• Data mine existing portfolios for revenue enhancement and cross-sell opportunities
• Help develop solutions, follow up on small sales opportunities, and contribute to client meetings when appropriate
• Support sensitive/escalated customer issues and ensure an exceptional client experience
• Engage in RFP pricing processes and collaborate with cross-functional teams

Requirements

• Minimum 2 years of experience in the banking industry
• Strong verbal and written communication skills
• Proven ability in problem solving, critical thinking, and project management
• Demonstrated track record of client interactions and proactive solution development
• Ability to work independently, showing initiative while managing multiple tasks
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint

Working Conditions

• Extensive use of PC and phone
• Minimal travel may be required

Why Kelly?

• Competitive weekly pay
• Career‑building opportunities with a respected industry leader
• Direct support from your Kelly team
• Access to Kelly’s learning and development resources

Equal Employment Opportunity

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 accomm