Treasury Services Sales Associate

Hancock Whitney Bank • New Orleans, LA

4d

About The Position

The Treasury Services Sales Associate provides sales support for Treasury Management Sales Specialists in delivering treasury products and services to customers by assisting the sales team with soliciting, implementing and on-going delivery of cash management products. The Treasury Services Sales Associate also assists with problem resolution for customers with complex treasury systems, serving as an information source for these customers after the initial sale.

Requirements

• College degree in Business Administration or equivalent work experience
• 1 year of related experience
• Strong communications skills required
• Experienced in Microsoft Office programs required

Nice To Haves

• degree in Finance or Accounting is preferred
• Previous experience working in Cash Management a plus
• Experience working in a Financial Institution a plus

Responsibilities

• Maintains an extensive working knowledge of Treasury products, services and delivery systems.
• Communicates with clients and prospects on behalf of multiple sales specialists to facilitate documentation required to sell, set up and implement services.
• Answers sales phone calls in their absence and addresses customer inquiries directly or refers to client support.
• Can perform the function of a Sales Specialist as needed and as directed by TM Sales to make joint calls with the Relationship Manager to conduct product demonstrations and relationship review calls.
• Prepares marketing information packages and assists with preparation of proposals, pro formas and presentations for customers and prospects.
• Assists with the preparation of treasury relationship reviews and account schematics.
• Proactively reviews and monitors exception pricing deadlines and completes pro forma pricing models and exception pricing forms for pricing approvals and implementations.
• Identifies sensitive situations and escalates appropriately to ensure customer satisfaction and retention.
• Elevates customer issues when appropriate.
• Works with other areas of TM and bank including but not limited to client support, implementation, advocates and account analysis on required processes and documentation.
• Represents Bank in civic, community and industry activities as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree