Treasury Management Sales Associate

2 days ago

Farmington Hills, Michigan, United States Kelly Professional & Industrial Full time

Treasury Management Sales Associate

Pay Rate: $31.50/hour

Contract Type: 6 months, with possibility of extension

MUST be located in Farmington Hills, MI, Phoenix, AZ, Charlotte, NC, Houston, TX, Frisco, TX, or Dallas, TX.

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

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