Strategic Treasury Management Sales Leader

Hancock Whitney; New Orleans (LA); On-site; USD 90,000 - 130,000; Full time

Job summary

Hancock Whitney is seeking a senior leader to coordinate cash management sales activities and drive new business development. You will work with front-line sales and lending staff to expand offerings and optimize customer service across large corporate relationships.

The role emphasizes strategic marketing, product development collaboration, and team leadership to meet growth targets while ensuring compliance with banking regulations and internal guidelines.

Qualifications

• Bachelor’s degree in Marketing, Finance, Accounting, or Management from an accredited university or equivalent work experience.
• 10 years of cash management sales experience to include exposure to all facets of related cash management sales.
• 8 years of proven management skills. It is imperative that the incumbent have the ability to be a motivator, leader, and an effective decision maker
• Experience working with a variety of cash management accounts
• Experience working on complex accounts is preferred
• Experience working with Microsoft Windows operating systems/applications
• Certified Treasury Professional (CTP) credential
• Comprehensive understanding of all cash management sales activities
• Advanced understanding of all bank products, services, and operations
• Advanced understanding of financial statements, financial analysis, and business strategies
• Comprehensive understanding of bank industry
• Thorough understanding of Federal Banking Regulations
• Working knowledge of PC applications (Word Perfect, Lotus or Excel)
• Ability to interpret financial data and recommend line of business strategies within trade areas
• Excellent analytical skills
• Excellent customer service skills
• Business development and sales skills
• Ability to work well with teams
• Ability to make difficult autonomous decisions instantaneously
• Ability to manage a budget
• Superior organizational/planning/project management skills
• Superior time management skills
• Independent and self-motivated
• Superior oral and written communication skills
• Excellent interpersonal skills
• Ability to motivate, lead, and utilize effective management techniques to influence and motivate staff to perform at an optimal level of efficiency and effectiveness
• Ability to be creative and innovative
• Ability to establish and maintain a high level of credibility with all levels of internal and external customers

Responsibilities

• Develops marketing strategies and sets sales objectives for cash management sales program.
• Oversees the development of new cash management business, expansion of existing business relationships, and servicing of customers.
• Ensures cash management needs of company’s present and prospective customers are met by cash management sales officers and/or service representatives.
• Calls on existing or prospective customers to develop new business, expand existing business, maintain good customer relations, and ensure proper servicing of accounts.
• Keeps informed of new cash management products, and incorporates them into cash management sales program. Works with product development team as needed.
• Ensures that cash management officers are aware of company’s cash management sales activities and that they assist in promoting the company’s cash management sales program.
• Implements policies and procedures to ensure compliance with department guidelines.
• Participates in the budget process and recommends changes for department’s capital and operating budget.
• Manages personnel, maintains staffing levels, counsels employees, sets work schedules, and trains employees. Conducts performance evaluation sessions, recommends salary increases, hires and terminates employees.
• Analyzes the competitive posture of the bank in terms of cash management product offerings. Makes recommendations for the development or enhancement of products as needs are identified.
• Represents the bank in civic, community, and industry activities as required.
• Performs all other job related duties and special projects as assigned.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
• Incumbent is responsible for organizational integrity and business ethics as it relates to this position, and communicating this commitment to any applicable subordinates.
• Incumbent may have access to cash, customer accounts, and/or sensitive and confidential information.

Skills

Cash management sales

Leadership

Customer service

Business development

Sales strategy

Financial analysis

Budgeting

Team management

Interpersonal skills

Communication

Education

Bachelor’s degree in Marketing, Finance, Accounting, or Management

Certified Treasury Professional (CTP)

Tools

WordPerfect / Lotus / Excel

Microsoft Windows / Office

Excel

Job description

Hancock Whitney is seeking a senior leader to coordinate cash management sales activities and drive new business development. You will work with front-line sales and lending staff to expand offerings and optimize customer service across large corporate relationships.

The role emphasizes strategic marketing, product development collaboration, and team leadership to meet growth targets while ensuring compliance with banking regulations and internal guidelines.