CRB Treasury Management Advisor II

Huntington National Bank; Alexandria (LA); On-site; USD 70,000 - 90,000; Full time

Job summary

Huntington National Bank seeks a Treasury Management Advisor II to grow profitable TM relationships. You will prospect new clients, price and structure TM products, and present proposals. The role involves coordinating with regional partners, cross-selling bank products, and maintaining disciplined sales data.

A focus on relationship management and a proactive, change-agent mindset is essential. Ideal candidates have 3+ years in banking with treasury management experience, and a Bachelor’s

Qualifications

• Bachelor’s degree or the equivalent experience in banking/treasury management.
• 3+ years banking with treasury management focus.
• Strong verbal and written communication skills.

Responsibilities

• Acquire and develop profitable treasury management relationships.
• Prospect and close new TM opportunities.
• Price and structure treasury products for clients.
• Prepare customer proposals and present solutions.
• Build internal relationships to drive TM opportunities.
• Cross-sell bank products and monitor competitor offerings.
• Manage relationship plans, pipeline reviews and calls.
• Maintain weekly/monthly sales data and accuracy.

Skills

Verbal communication

Written communication

Treasury management

Relationship management

Education

Bachelor’s degree or equivalent experience

Job description

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 solutions to clients and ensure Huntington as our customer’s primary banking relationship


• May mentor other Treasury Management colleagues


• Responsible for being a positive change agent as Huntington evolves its products and strategies


• Performs other duties as assigned

Basic Qualifications

• Three or more years banking experience with a focus on treasury management/cash management


• Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree

Preferred Qualifications

• Exceptional Verbal and Written Communication Skills


• Three or more years of Treasury Management Experience


• CTP or other professional designation

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.