CRB Treasury Management Advisor II

Huntington National Bank; Lake Charles (LA); On-site; USD 65,000 - 90,000; Full time

Job summary

Huntington National Bank in Lake Charles, LA is seeking a Treasury Management Advisor II who develops profitable treasury management relationships and strengthens existing client connections. You will lead prospecting, develop proposals, price and structure treasury solutions, and collaborate with regional partners to drive TM opportunities.

The role requires 3+ years in banking with a focus on treasury management and strong communication skills. A CTP or similar designation is preferred.

Qualifications

• Three or more years banking experience with a focus on treasury management/cash management.
• Bachelor’s Degree or the equivalent experience of 4+ years in banking and/or Treasury Management in lieu of degree.
• Excellent verbal and written communication skills.
• CTP or other professional designation preferred.

Responsibilities

• Sales and prospecting to develop treasury management relationships.
• Pricing and structuring treasury products for clients.
• Prepare customer proposals and presentations.
• Collaborate with regional partners and relationship managers to drive opportunities.
• Cross-sell bank products and stay informed on competitor offerings.
• Manage banker relationships with regular meetings and relationship plans.
• Maintain weekly and monthly sales data and ensure accuracy.
• Assist outbound calls to offer new solutions and ensure Huntington remains primary banker.
• Mentor Treasury Management colleagues when needed.

Skills

Communication skills

Treasury management experience

Education

Bachelor's degree or 4+ years banking/treasury management experience

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.