Treasury Management Sales Associate

Job Description

Job Description

Treasury Management Sales Associate
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.

• 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 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 individ

#J-18808-Ljbffr