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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.
Skills Required
- College degree in Business Administration or equivalent work experience
- 3+ years of related experience
- Strong communication skills
- Experience with Microsoft Office programs
- Degree in Finance or Accounting
- Previous experience working in cash management
- Experience working in a financial institution
Hancock Whitney Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hancock Whitney and has not been reviewed or approved by Hancock Whitney.
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Healthcare Strength — Core coverage includes medical, dental, vision, telehealth, and FSAs, with options such as a PPO and a CDHP. The CDHP includes company HSA contributions, and multiple comments characterize medical coverage as good or worth the premium.
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Retirement Support — A 401(k) offers a company match plus an additional employer contribution, with a true-up and an ESPP available. This structure is presented as competitive for a regional bank.
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Leave & Time Off Breadth — Time away includes vacation, sick leave, volunteer time, and bonding leave for birth/adoption/foster placement. The program outlines 11 paid holidays and front-loaded sick time, with vacation accruals that increase by role/tenure.
Hancock Whitney Insights
What We Do
We create opportunities for our clients and the communities we serve. We offer a wide array of banking and financial services at locations in Alabama, Florida, Louisiana, Mississippi and Texas. Through a steadfast commitment to our century-old core values we’ve created a company culture built around respect, diversity and teamwork that recently landed Hancock Whitney on Forbes’ list of America’s Best Midsize Employers. Our core values are lived out by the actions of our associates throughout our footprint. Commitment to service is not just something that we say on a poster. Its lived out in the actions of the women and men that seek to provide exceptional service every day in our local communities.
