CRB Treasury Management Advisor II

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

Job summary

The Treasury Management Advisor II at Huntington Bank in Alexandria, LA will develop new treasury management relationships while retaining and deepening existing ones. The role emphasizes sales, prospecting, product pricing, and customer proposals to drive profitable TM opportunities.

You will collaborate with regional partners and relationship managers, cross-sell bank products, and manage weekly and monthly sales analytics. A Bachelor's degree or equivalent banking experience is required.

Qualifications

• Three or more years banking experience with focus on treasury management/cash management.
• Bachelor's Degree or the equivalent experience in banking/treasury management.
• Strong communication skills and ability to build relationships.

Responsibilities

• Develop new profitable treasury management relationships and retain existing ones.
• Prospect for new clients and prepare customer proposals.
• Price products and structure treasury solutions for clients.
• Coordinate with regional partners and relationship managers to drive TM opportunities.
• Cross-sell other bank products and monitor competitor offerings.

Skills

Sales

Prospecting

Relationship management

Communication skills

Education

Bachelor's Degree or equivalent experience

Tools

CRM software

Job description

Summary

The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.

Description

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.

Note to Agency Recruiters

Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.