Treasury Services Sales Associate

Hancock Whitney; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Hancock Whitney is seeking a Treasury Services Sales Associate 2 in Orlando to support Treasury Management Sales Specialists. You will assist with soliciting, implementing and delivering cash management products, while solving customer issues in complex treasury systems.

The role involves preparing proposals, pricing models and presentations, collaborating with multiple bank teams, and representing the bank in community activities as needed.

Qualifications

• Bachelor's degree in Business Administration or equivalent required; degree in Finance or Accounting preferred.
• 3+ years of related experience expected.
• Strong communications skills required; Microsoft Office experience required.

Responsibilities

• Maintain knowledge of Treasury products, services and delivery systems.
• Coordinate with clients and prospects to facilitate documentation, setup and implementation of services.
• Assist in product demonstrations and relationship reviews with the sales team.
• Prepare marketing information, proposals, and presentations for customers and prospects.
• Review pricing and assist with pro forma pricing and pricing approvals.

Skills

Strong communications

Microsoft Office

Education

Bachelor's degree in Business Administration

Finance or Accounting degree preferred

Tools

Microsoft Office

Job description

JOB FUNCTION / SUMMARY:

The Treasury Services Sales Associate 2 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.

ESSENTIAL DUTIES & 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.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• College degree in Business Administration or equivalent work experience; degree in Finance or Accounting is preferred
• 3+years of related experience
• Strong communications skills required
• Experienced in Microsoft Office programs required
• Previous experience working in Cash Management a plus
• Experience working in a Financial Institution a plus

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.