Treasury Management Sales Associate

Treasury Management Sales Associate

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!

As a TM Sales Associate, you will play a key part in supporting Treasury Management Officershelping 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

Take the next step in your banking careerapply now and thrive as a Treasury Management Sales Associate I with Kelly!