Hancock Whitney Corporation

Treasury Services Sales Specialist

Hancock Whitney Corporation • $80K — $110K *
New Orleans, LA 70119In-Person
Finance & Insurance
5 - 7 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Marketing, Finance, Management, or Business Administration; Marketing or Finance preferred
  • Over 7 years of cash management sales and service experience
  • 7 years of business development experience
  • Certified Treasury Professional (CTP) or commitment to achieve certification
  • Advanced understanding of treasury management sales, services, and regulations
  • Thorough knowledge of bank products, services, and finance principles

Responsibilities

  • Contact prospective customers to generate new treasury management business
  • Meet with existing customers to ensure account servicing and expand relationships
  • Prepare and present sales materials, explaining and recommending services
  • Collaborate with banking officers to promote treasury management sales
  • Design and oversee the installation of treasury management services
  • Assist in the development of marketing strategies and sales objectives
  • Stay informed of industry trends and implement necessary changes

Benefits

  • Participation in civic and community activities
  • Opportunities for mentorship and staff management
  • Exposure to various departments and services within the bank
Full 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.


About Hancock Whitney Corporation

Hancock Whitney Corporation is a bank holding company headquartered in Gulfport, Mississippi. It operates 237 branches in Mississippi, Alabama, Florida, Louisiana, and Texas. The bank offers a range of services, including personal and business banking, wealth management, and insurance. Hancock Whitney Corporation was founded in 1899 as Hancock Bank and has grown through a series of mergers and acquisitions. The bank has a strong commitment to community involvement and has been recognized for its philanthropic efforts.
Learn more about Hancock Whitney Corporation
Size
3,486 employees
Market Cap
$4.1 billion
Industry
Finance & Insurance
Net Income
-$45.1 million
5 Year Trend
+6.1%
NASDAQ
HWC
* Ladders Estimates

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