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Treasury Management Sales Associate
Dallas, TX, US
Accounting / Finance
High School or equivalent
Full Time, Temporary
26.50
Experienced (Non-Manager)
On-site
Banking and Consumer Lending
First Shift (Day)
Dallas, TX, 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
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!
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