7 jobs found in Tupelo, MS

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. Responsible for contributing to team revenue goals through identified sales opportunities. Must be able to independently manage workflow and expectations of the role with little oversight. Proactively manage portfolio and all risk related and pricing activities. Responsible for executing and accurately completing special...

Description Duties & Responsibilities: Teller Functions: Assumes responsibility for the efficient, effective, and   accurate   performance of teller functions to be processed using the ITM machines. Receives deposits, loan payments, disburses withdrawals, processes account transfers, verifies transactions, and resolves discrepancies   in a timely manner .   Provides necessary transaction reviews, overrides, and/or approvals.   Oversee the general operations of the team in the absence of the ITM Specialist Team Manager or Supervisor.   Train, coach, and mentor new teammates on ITM policies and procedures.   Presents and explains Cadence Bank services and products to customers and   assists   in meeting their financial needs.    Answer questions and solve problems for customers by listening, collecting data, securing answers, and...

Description Summary: Responsible for new market portfolio of $650M or greater. Develops and maintains all aspects of the indirect consumer lending business in a large geographic market. Products include indirect consumer lending, vehicle leasing and commercial lending through dealers/independent lessors. Responsibilities include training, planning and marketing, compliance/risk monitoring, and any appropriate aspects of customer service, underwriting and collection. Operates as senior lender within group, cross sells other bank products and utilizes current knowledge of local competition to improve market position.              Duties and Responsibilities: Develop and maintain indirect consumer lending business. Train staff on products and services. Plan and market lending products. Monitor compliance and risk. Manage customer service, underwriting, and collection. Serve as senior lender in the...

Description This role will be onsite at our Dallas, TX, Houston, TX, or Tupelo, MS locations Summary: The Insurance Surety Account Manager possesses a high degree of product line knowledge and technical expertise. It requires a thorough understanding of the financial reporting and general ledger structure, with experienced review of company Annual and Interim Financial Statements, Personal Financial Statements and WIP (Work in Progress) reports. Works with the producers to service new and existing clients and assist in providing underwriting information for bonding with surety companies. This includes but is not limited to interacting, negotiating, billing and issuing various surety bonds This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and responds in designated time frames while working in a fast-paced environment, acts...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space from $3-$50 million.  You will also partner with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate complex hardware...

Description Job Summary: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...