Treasury Management Sales Associate

Treasury Management Sales Associate

Location : Dallas, TX

Pay Rate : $31.50 / hour

Schedule : Monday-Friday 8AM-5PM

Contract Type : 6 months, with possibility of extension

At Kelly, we're here to make it a whole lot easier for you. We're seeking a Treasury Management Sales Associate for a to work at a premier financial institution in Dallas, TX. The ideal candidate will have strong sales and relationship management skills, a high level of customer service and satisfaction, and prior experience working in Treasury at a financial services institution. Apply today for immediate consideration!

Position Responsibilities :

Prepares, organizes and responds to Requests for Proposals.

Prepares proposals / presentations and cost benefit analysis, as well as other sales tools.

Generates proformas; interprets competitors' account analysis statement and determines comparative company product and pricing recommendations.

Manages special pricing approval process; works with Treasury Management Sales Officer

Manages and prepares documents and rational for the special pricing committee.

Manages and oversees the implementation process for new business; prepares all documentation and legal agreements ensuring that audit requirements are met to mitigate risk and legal liability; and responds to issues related to the implementation.

Identifies, diagnoses, and resolves client issues, engages business partners and communicates with customers, Treasury Management Sales Officer and / or Relationship Manager.

Identifies, evaluates, and mitigates risks associated with Treasury Management products; collaborates with team members to ensure process is within credit policy.

Recognizes, mitigates, and escalates risk issues such as cyber-risk, product risk, and operational risk.

Proactively identifies, evaluates, recommends, and implements changes to operational processes / procedures resulting in departmental efficiencies.

Participates on projects impacting Treasury Management Sales representing "voice of the customer."

Participates in coordination and planning of client and industry events.

Other projects as assigned.

Education and Qualifications :

High School Diploma or equivalent

Advanced knowledge of MS Office - specifically Excel (formulas, data manipulation, VLOOKUPS, etc.)

1 year or more of Treasury Management experience

Must have prior working experience in the Financial Services and Banking industries

Strong written and verbal communication skills

High attention to detail and timeliness.

Ability to provide accurate documentation

With Kelly, it all adds up.

You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our financial 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.