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Treasury Management Sales Associate
Cincinnati, OH, US
Accounting / Finance
High School or equivalent
Full Time, Temporary
26.50
Experienced (Non-Manager)
On-site
Banking and Consumer Lending
First Shift (Day)
Cincinnati, OH, US
26.50
Experienced (Non-Manager)
Full Time, Temporary
Banking and Consumer Lending
On-site
Accounting / Finance
High School or equivalent
First Shift (Day)
Job details
Treasury Management Sales Associate
Location: Cincinnati, Ohio
Job Type: Full-time
Schedule: 8:00am-5:00pm, Monday-Friday
Pay Rate: $26.50
About Kelly
At Kelly®, we connect talented people with opportunities to thrive. As a respected leader in the recruiting and workforce solutions industry, we empower individuals to shape their careers and build brighter futures.
Position Overview
Our client is seeking a motivated Treasury Management Sales Associate to join the Sales Delivery Team. In this role, you’ll 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!
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