Treasury Management Sales Associate

Job Description

Job Description

Treasury Management Sales Associate I Location: Carlsbad, California
Job Type: Full-time
Pay Rate: $27.00/hour
Schedule: 8:00am-5:00pm, Monday-Friday About Kelly® Kelly® is committed to connecting talented professionals with opportunities to develop and excel. We partner with leading organizations to provide impactful career paths, support professional growth, and help you reach your career goals. Job Summary As a Treasury Management Sales Associate , you will be an essential member of the Sales Delivery Team, supporting Treasury Management Officers with sales, pricing, portfolio management, and administrative activities. You’ll enjoy a varied role providing exposure to treasury management sales and solution development, while developing the capabilities for future growth within Treasury Management and Commercial Banking. Key Responsibilities

• Support assigned Treasury Management Officers throughout the sales process, collaborating with local and regional teams.
• Support pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation.
• Engage in portfolio management activities, relationship reviews, working capital analysis, and identifying revenue enhancement or cross-sell opportunities.
• Assist with proposal and RFP processes: intake reviews, response coordination, stakeholder engagement, tracking deliverables, and submission support.
• Coordinate across internal partners to support solution development and effective execution of sales opportunities.
• Maintain sales pipeline reporting, opportunity tracking, and administrative functions supporting Treasury Management sales.
• Assist with implementation follow-up, service requests, issue resolution, and all sales support activities.
• Participate in internal sales strategy meetings, process improvement initiatives, and special projects.
• Work collaboratively across teams to deliver exceptional client experiences.

Qualifications

• Minimum 2 years of experience in banking, treasury management, commercial banking, sales support, or related financial services.
• Strong verbal and written communication skills.
• Excellent analytical, organizational, and problem-solving abilities.
• Critical thinking and project management experience.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Demonstrated initiative and the ability to work independently while collaborating with teams.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management is preferred.

Why Kelly®?

• Competitive pay rate: $27.00/hour
• Supportive and collaborative company culture
• Access to professional development and advancement opportunities in financial services

Start your path toward a rewarding career in Treasury Management!

Apply today with Kelly® and discover what’s next for your future.

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.

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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.

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