Treasury Management Sales Associate

Job Description Treasury Management Sales Associate Pay Rate: $27.00/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 Equal Employment Opportunity 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 accomm #J-18808-Ljbffr Kelly Services