Treasury Management Sales Associate - Growth & Solutions

Kelly Services; California; Vor Ort; USD 31.000 - 44.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Collaborative culture

Career development opportunities

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Banking experience

Communication

Problem solving

Project management

Sales support

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Jobbeschreibung

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.