Treasury Services Sales Associate

Job not on LinkedIn

🔥 6 hours ago

⚜️ Louisiana – Remote

⚜️ Louisiana – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

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Hancock Whitney

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1899

🏥 Healthcare

📦 Logistics

🏦 Banking

Healthcare • Logistics • Banking

Hancock Whitney is a financial services company offering a range of personal, business, and commercial banking services. The company provides checking and savings accounts, loans, credit cards, currency exchange, and comprehensive digital banking services for individuals and businesses. Additionally, Hancock Whitney offers commercial loans, equipment finance, asset-based lending, treasury management, and payment solutions. Their wealth management services include private banking, investment management, trust services, and financial planning. Hancock Whitney is committed to community involvement and supports various social and environmental initiatives. The company is dedicated to delivering excellent customer service, backed by over a century of experience in the financial industry.

📋 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

🎯 Requirements

• 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