Hancock Whitney · 20 hours ago
Treasury Services Sales Associate
Bluebonnet - Baton Rouge, LA
Full-time
Onsite
Entry Level
1+ years expHancock Whitney is a financial institution seeking a Treasury Services Sales Associate to provide sales support for Treasury Management Sales Specialists. The role involves assisting with the delivery of treasury products and services, problem resolution for complex treasury systems, and facilitating communication with clients and prospects.
BankingFinancial Services
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
Qualification
Required
College degree in Business Administration or equivalent work experience
1 year of related experience
Strong communications skills required
Experienced in Microsoft Office programs required
Preferred
degree in Finance or Accounting
Previous experience working in Cash Management
Experience working in a Financial Institution
Company
Hancock Whitney
Hancock Whitney is offers a wide array of banking and financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Achary
CFO
Shane Loper
Chief Operating Officer
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