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Hancock Whitney · 3 months ago

Treasury Services Sales Specialist 4

River Ranch - Lafayette, LA

Full-time

Onsite

Senior Level

5+ years exp

Hancock Whitney is a prominent bank seeking a Treasury Services Sales Specialist 4 to drive new cash management business and expand existing relationships. The role involves direct sales, customer servicing, and collaboration with management to develop marketing strategies and services.

BankingFinancial Services

Responsibilities

Contacts prospective customers in order to develop new cash 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 officers are aware of cash management sales activities and assists officers in promoting the cash management sales program

Assists in designing and ensuring proper installation of cash management services

Assists department head 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

Performs 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

Qualification

Cash management salesBusiness developmentCertified Treasury ProfessionalBank productsFinance principlesMarketing degreeManagement degreeWork under stress

Required

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

5 years of cash management sales and service experience

5 years of business development experience

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

Working knowledge of cash management sales, services and regulatory guidelines

Knowledge of bank products, services, and operations

Knowledge of finance and business principles

Understanding of regulatory guidelines

Working knowledge of cash management functions

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