Treasury Management Sales Associate

Job Description

Job Description

Treasury Management Sales Associate Pay Rate: $26.50/hour
Schedule: Monday – Friday, 8:00 AM – 5:00 PM
Location: Onsite in Dallas, Texas

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! About the Role: As a TM Sales Associate, you will play a key part in supporting Treasury Management Officers—helping 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 career—apply now and thrive as a Treasury Management Sales Associate I with Kelly!

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. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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 individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Kelly may use AI-powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.