Kelly · 1 day ago
Treasury Management Sales Associate
Dallas, TX
Full-time
Onsite
Entry Level
$31.50/hr - $31.50/hr
1+ years expKelly is a premier financial staffing company seeking a Treasury Management Sales Associate to work at a financial institution in Dallas, TX. The role involves managing proposals, pricing processes, and client relationships while ensuring compliance and risk mitigation in Treasury Management operations.
OutsourcingProfessional Services
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
Qualification
Required
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
Benefits
Voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability
Access to a retirement savings plan
Service bonus and holiday pay plans (earn up to eight paid holidays per benefit year)
Transit spending account
Paid sick leave under the applicable state or local plan
Company
Kelly
We’ve been helping organizations find the people they need longer than any other company in the world.
10001+ employees
H1B Sponsorship
Kelly has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (85)
2024 (76)
2023 (59)
2022 (74)
2021 (81)
2020 (65)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Chris Layden
Chief Executive Officer
N
Nicholas Zuhlke
Vice President, Controller, and Chief Accounting Officer
Recent News
Kelly Services, Inc.
2025-11-08
2025-11-08
Company data provided by crunchbase