What are the responsibilities and job description for the Treasury Management Sales Associate position at Kelly?
For those who want to keep growing, learning, and evolving. We at Kelly® hear you, and we’re here for you! We’re seeking a Sales Representative to work at a leading financial services organization in Carlsbad, CA. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Salary/Pay Rate/Compensation: $31.50 per hour
Shift:1st
Why You Should Apply To Be a Sales Representative
Once you apply, you’ll proceed to next steps if your skills and experience look like a good fit. But don’t worry—even if this position doesn’t work out, you’re still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what’s next in your career is what we’re all about, so let’s get to work. Apply to be a Sales Representative today!
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. 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.
Salary/Pay Rate/Compensation: $31.50 per hour
Shift:1st
Why You Should Apply To Be a Sales Representative
- Work in a dynamic, collaborative, and supportive team environment.
- Gain exposure to treasury management sales, solution development, and relationship management.
- Develop valuable skills for a future career in Treasury Management and Commercial Banking.
- Supporting Treasury Management Officers throughout the sales process and integrating with local and regional teams.
- Assisting with pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation.
- Engaging in portfolio management activities, relationship reviews, working capital analysis, and identifying revenue enhancement and cross-sell opportunities.
- Supporting proposal and RFP processes, including intake review, coordination of responses, stakeholder engagement, tracking deliverables, and submission support.
- Coordinating activities across internal partners to support solution development and execution of sales opportunities.
- Maintaining sales pipeline reporting, opportunity tracking, and administrative activities.
- Assisting with implementation follow-up, service requests, issue resolution, and sales support activities.
- Supporting process improvement initiatives, documentation maintenance, reporting, and special projects.
- Participating in internal sales strategy discussions and team meetings.
- Collaborating with cross-functional partners to deliver exceptional experiences for clients.
- Have a minimum of 2 years’ experience in banking, treasury management, commercial banking, sales support, or related financial services.
- Possess strong verbal and written communication skills.
- Demonstrate excellent analytical, organizational, and problem-solving abilities.
- Have critical thinking and project management experience.
- Can manage multiple priorities and deadlines in a fast-paced environment.
- Show initiative, work independently, and collaborate effectively with teams.
- Are proficient in Microsoft Word, Excel, and PowerPoint.
- Preferably have experience supporting sales processes, pricing, proposals, RFPs, or portfolio management activities.
Once you apply, you’ll proceed to next steps if your skills and experience look like a good fit. But don’t worry—even if this position doesn’t work out, you’re still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what’s next in your career is what we’re all about, so let’s get to work. Apply to be a Sales Representative today!
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. 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.
Salary : $32