Treasury Services Sales Specialist

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 120,000 - 180,000; Full time

Job summary

Hancock Whitney Corp. in New Orleans seeks a seasoned treasury management sales professional to lead direct sales, expand relationships, and retain key clients. You will handle the largest corporate treasury accounts and drive revenue.

Responsibilities include prospecting, presenting services, coordinating with banking officers, and mentoring junior staff while adhering to regulatory guidelines and budgets.

Qualifications

• College degree in Marketing, Finance, Management, or Business Administration from an accredited university or equivalent work experience.
• 7+ years of cash management sales and service experience.
• 7 years of business development experience.
• Certified Treasury Professional (CTP) or equivalent credential, or upon employment incumbent will work toward certification.
• Advanced knowledge of treasury management sales, services and regulatory guidelines.
• Advanced knowledge of treasury management functions.
• Thorough knowledge of bank products, services, and operations.
• Thorough knowledge of finance and business principles.
• Working knowledge of regulatory guidelines.

Responsibilities

• Contacts prospective customers to develop new treasury management business.
• Meets with existing customers to ensure servicing and expand relationships.
• Prepares sales presentations and recommends valued services.
• Ensures banking officers are aware of treasury management activities.
• Assists in designing and installing treasury management services.
• Develops marketing strategies and sales objectives.
• Mentors junior staff and may manage budget variances.
• Travel may be required.

Skills

Cash management sales

Business development

Treasury management knowledge

Regulatory knowledge

Banking products knowledge

Education

Bachelor's degree in Marketing/Finance/Management/Business Admin

CTP certification (or pursuing)

Job description

JOB FUNCTION / SUMMARY

Responsible for direct sales of new treasury management services, expansion of existing business relationships, and the retention of customers. Typically handles the largest and most significant corporate treasury management client and activities.

ESSENTIAL DUTIES & RESPONSIBILITIES

Contacts prospective customers in order to develop new treasury management business.

Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships.

Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.

Ensures that company banking officers are aware of treasury management sales activities and assists officers in promoting the treasury management sales program.

Assists in designing and ensuring proper installation of treasury management services.

Assists sales management in developing a marketing strategy and in setting sales objectives.

Assists management in developing new services or modifying existing services.

Calls on potential or existing customers and introduces customers to other departments when a service can be rendered.

Represents bank in civic, community, and industry activities as required.

Keeps abreast of industry trends and regulations; identifies changes affecting the department and takes appropriate action, notifies staff of internal operation changes.

May be responsible for maintaining staffing levels, training, evaluating, counseling and managing staff.

May mentor less experienced staff.

May manage or assist manager with budget management including tracking expenses and reporting variances.

Responsible for controlling operating and administrative expenses.

Perform all other 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.

SUPERVISORY RESPONSIBILITIES

May manage or oversee junior-level sales specialist positions.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

College degree in Marketing, Finance, Management, or Business Administration from an accredited university or equivalent work experience; A degree in Marketing or Finance preferred

7+ years of cash management sales and service experience

7 years of business development experience

Certified Treasury Professional (CTP) or equivalent credential, or upon employment incumbent will work toward certification

Advanced knowledge of treasury management sales, services and regulatory guidelines

Advanced knowledge of treasury management functions

Thorough knowledge of bank products, services, and operations

Thorough knowledge of finance and business principles

Working knowledge of regulatory guidelines

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

Ability to work under stress and meet deadlines

Ability to operate a keyboard if required 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.