Kelly Services logo

Treasury Management Sales Associate

Kelly Services
  • Carlsbad, CA
  • $26.50 Per Hour
1 day ago
Kelly Services

Job Description

Job Description

Job Description
Treasury Management Sales Associate ILocation: Carlsbad, California
Job Type: Full-time
Pay Rate: $26.50/hour
Schedule: 8:00am-5:00pm, Monday-FridayAbout 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 SummaryAs 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: $26.50/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. Please note: The following benefits reflect Kelly's general offerings. Eligibility may vary by assignment, location, and job type. 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.

Get a complete career fit with Kelly®.

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

Kelly may use AI-powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.

Numbers & Facts

LocationCarlsbad, CA
IndustryStaffing/Employment Agencies
Company Size10,000 employees or more
Year Founded1946
Websitehttps://www.mykelly.com/

About Company

Finding great work for top talent. 

Kelly helps companies recruit and manage skilled workers and helps job seekers find great work in industries such as accounting and finance, education, engineering, government, manufacturing and production, technology, and more.

Since inventing the staffing industry in 1946, we’ve become experts in the many specialties and local and global markets we serve. With a network of suppliers and partners around the world, we connect 450,000+ people with work every year. We ensure companies have the people they need, when and where they’re needed most.

 

Skills

  • Administrative Skillsunmatched
  • Analysis Skillsunmatched
  • Artificial Intelligence (AI)unmatched
  • Banking Servicesunmatched
  • Capital Analysisunmatched
  • Commercial Bankingunmatched
  • Communication Skillsunmatched
  • Cross-Sellingunmatched
  • Customer Experienceunmatched
  • Documentationunmatched
  • Federal Governmentunmatched
  • Financial Servicesunmatched
  • Inside Salesunmatched
  • Investment Managementunmatched
  • Maintenance Servicesunmatched
  • Microsoft Excelunmatched
  • Microsoft PowerPointunmatched
  • Microsoft Wordunmatched
  • Multitaskingunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Pricingunmatched
  • Problem Solving Skillsunmatched
  • Process Improvementunmatched
  • Product Pricingunmatched
  • Profit & Loss Analysisunmatched
  • Project/Program Managementunmatched
  • Request for Proposals (RFP)unmatched
  • Revenue/Sales Reportingunmatched
  • Salesunmatched
  • Sales Pipelineunmatched
  • Sales Strategyunmatched
  • Sales Supportunmatched
  • Solution Salesunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Treasury Managementunmatched
  • Writing Skillsunmatched

Be found by employers

5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Free resume builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Free resume builder