Treasury Services Sales Associate

Hancock Whitney Corp.; Orlando (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Hancock Whitney Corp. in Orlando is seeking a Treasury Services Sales Associate 2 to support Treasury Management Sales Specialists in delivering cash management products to customers.

You will assist with soliciting, implementing and ongoing delivery of services, and help with problem resolution for complex treasury systems. The role involves preparing proposals, pricing forms, and relationship reviews, and may include joint calls with Relationship Managers to present products and review

Qualifications

• 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.

Responsibilities

• Maintains an extensive working knowledge of Treasury products, services and delivery systems.
• Communicates with clients and prospects to facilitate documentation required to sell, set up and implement services.
• Answers sales calls and addresses customer inquiries directly or routes to client support.
• Supports Sales Specialists in product demonstrations and relationship reviews.
• Prepares marketing information packages, proposals, pro formas and presentations for customers and prospects.
• Assists with treasury relationship reviews and account schematics.

Skills

Strong communications skills

Education

College 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.

When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility.

A fast‑growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas.

Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams.

We come to work to create opportunities for the people we serve in the communities we call home.

Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us.

Let our legacy lead to your future.

Learn more at hancockwhitney.com/ourstory