Treasury Management Sales Associate

Treasury Management Sales Associate

We at Kelly hear you, and we're here for you! We're seeking a Sales Representative to work at a leading financial services organization in Carlsbad, CA. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.

Salary/Pay Rate/Compensation: $31.50 per hour

Shift: 1st

Why you should apply to be a Sales Representative:

• Work in a dynamic, collaborative, and supportive team environment.
• Gain exposure to treasury management sales, solution development, and relationship management.
• Develop valuable skills for a future career in Treasury Management and Commercial Banking.

What's a typical day as a Sales Representative? You'll be:

• Supporting Treasury Management Officers throughout the sales process and integrating with local and regional teams.
• Assisting with pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation.
• Engaging in portfolio management activities, relationship reviews, working capital analysis, and identifying revenue enhancement and cross-sell opportunities.
• Supporting proposal and RFP processes, including intake review, coordination of responses, stakeholder engagement, tracking deliverables, and submission support.
• Coordinating activities across internal partners to support solution development and execution of sales opportunities.
• Maintaining sales pipeline reporting, opportunity tracking, and administrative activities.
• Assisting with implementation follow-up, service requests, issue resolution, and sales support activities.
• Supporting process improvement initiatives, documentation maintenance, reporting, and special projects.
• Participating in internal sales strategy discussions and team meetings.
• Collaborating with cross-functional partners to deliver exceptional experiences for clients.

This job might be an outstanding fit if you:

• Have a minimum of 2 years' experience in banking, treasury management, commercial banking, sales support, or related financial services.
• Possess strong verbal and written communication skills.
• Demonstrate excellent analytical, organizational, and problem-solving abilities.
• Have critical thinking and project management experience.
• Can manage multiple priorities and deadlines in a fast-paced environment.
• Show initiative, work independently, and collaborate effectively with teams.
• Are proficient in Microsoft Word, Excel, and PowerPoint.
• Preferably have experience supporting sales processes, pricing, proposals, RFPs, or portfolio management activities.

Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worryeven if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.

Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Sales Representative today!