Treasury Management Sales Associate

$27 per hour

Kelly

Cincinnati, OH

Treasury Management Sales Associate

Location: Cincinnati, Ohio

Job Type: Full-time

Schedule: 8:00am-5:00pm, Monday-Friday

Pay Rate: $27.00

Position Overview

Our client is seeking a motivated Treasury Management Sales Associate to join the Sales Delivery Team. In this role, youll 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.

Ready to leverage your banking expertise and grow your Treasury Management career? Apply today with Kelly!

Kelly

Apply

Vacancy posted 1 day ago

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