Portfolio Management Associate Jobs in Ohio (NOW HIRING)

Adecco is assisting a local client recruiting for a Treasury Management Sales Associate opportunity in Cincinnati, OH 45202 with an onsite work schedule. This is an excellent opportunity to join a winning culture and get your foot in the door with a Company known for is a large American financial services company. It provides banking services like checking accounts, savings, loans, mortgages, credit cards, and wealth management for people, businesses, and large companies mainly in the Midwestern and Southeastern United States. If Treasury Management Sales Associate sounds like something you would be interested in, and you meet the qualifications listed below, apply now!

Responsibilities for Treasury Management Sales Associate include but are not limited to:

· Sales Associates are part of the Sales Delivery Team and are responsible for supporting Treasury Management Officers with sales, pricing, portfolio management, and administrative activities that support the treasury management sales process.

· Responsibilities are completed with limited supervision, in a proactive manner, and involve accountability for execution and decision-making.

· This role provides exposure to treasury management sales, solution development, and relationship management while developing the skills necessary for future career growth opportunities within Treasury Management and Commercial Banking.

· Support assigned Treasury Management Officers throughout the sales process and integrate 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 identification of revenue enhancement and cross-sell opportunities.

· Support proposal and RFP processes, including intake review, coordination of responses, stakeholder engagement, tracking deliverables, and submission support.

· Coordinate activities across internal partners to support solution development and execution of sales opportunities.

· Maintain sales pipeline reporting, opportunity tracking, and administrative activities that support Treasury Management sales efforts.

· Assist with implementation follow-up, service requests, issue resolution, and sales support activities.

· Support process improvement initiatives, documentation maintenance, reporting, and special projects.

· Participate in internal sales strategy discussions and team meetings as appropriate.

· Work jointly with cross-functional partners to deliver exceptional experience for internal and external clients.

Candidates Treasury Management Sales Associate must meet the following requirements to be considered:

· Minimum 2 years of banking, treasury management, commercial banking, sales support, or related financial services experience.

· Strong verbal and written communication skills.

· Strong analytical, organizational, and problem-solving skills.

· Critical thinking and project management experience.

· Ability to manage multiple priorities and deadlines in a fast-paced environment.

· Demonstrated initiative and ability to work independently while collaborating effectively across teams.

· Proficiency in Microsoft Word, Excel, and PowerPoint.

· Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management activities preferred

What's in this Treasury Management Sales Associate position for you?

· Pay: $26.67/hr.

· Shift: Onsite, M-F; 8 AM – 5 PM

· Weekly paycheck

· Dedicated Onboarding Specialist & Recruiter Access to Adecco’s Aspire Academy with thousands of free upskilling courses.

This Treasury Management Sales Associate is being recruited by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this Treasury Management Sales Associate position at Adecco, apply today!

Pay Details: $24.00 to $26.67 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
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