Treasury Services Sales Associate

Emploi pas sur LinkedIn

🔥 il y a 7 heures

⚜️ Louisiana – Distant

⚜️ Louisiana – Remote

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

🤑 Commercial

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Hancock Whitney

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1899

🏥 Santé

📦 Logistique

🏦 Banque

Healthcare • Logistics • Banking

Hancock Whitney est une entreprise de services financiers proposant une gamme de services bancaires personnels, professionnels et commerciaux. L'entreprise offre des comptes courants et d'épargne, des prêts, des cartes de crédit, des échanges de devises et des services bancaires numériques complets pour les particuliers et les entreprises. De plus, Hancock Whitney propose des prêts commerciaux, du financement d'équipement, des prêts adossés à des actifs, la gestion de trésorerie et des solutions de paiement. Leurs services de gestion de patrimoine incluent la banque privée, la gestion d'investissements, les services fiduciaires et la planification financière. Hancock Whitney s'engage dans l'implication communautaire et soutient diverses initiatives sociales et environnementales. La société est dédiée à offrir un excellent service à la clientèle, soutenu par plus d'un siècle d'expérience dans l'industrie financière.

Description

• Provide sales support to Treasury Management Sales Specialists in soliciting, implementing, and delivering cash management products • Assist with customer problem resolution for complex treasury systems and serve as an information source after the initial sale • Maintain extensive knowledge of Treasury products, services, and delivery systems • Communicate with clients and prospects to facilitate documentation for selling, setting up, and implementing services • Answer sales calls and address or refer customer inquiries • Perform Sales Specialist functions, including joint calls, product demonstrations, and relationship review calls, as needed • Prepare marketing information packages, proposals, pro formas, and customer presentations • Assist with treasury relationship reviews and account schematics • Review exception pricing deadlines and complete pro forma pricing models and exception pricing forms • Identify sensitive situations, escalate appropriately, and elevate customer issues to support customer satisfaction and retention • Coordinate with Treasury Management, client support, implementation, advocates, account analysis, and other bank areas on required processes and documentation • Represent the Bank in civic, community, and industry activities as required

🎯 Exigences

• College degree in Business Administration or equivalent work experience • Degree in Finance or Accounting preferred • 1 year of related experience • Strong communication skills • Experience with Microsoft Office programs • Previous cash management experience is a plus • Experience working in a financial institution is a plus • Ability to work under stress and meet deadlines • Ability to operate related equipment • Ability to read and interpret documents as required • Ability to travel if required • Ability to lift, move, or carry approximately 10 pounds if required