CRB Treasury Management Specialist

Huntington Bancshares, Inc.; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Huntington Bancshares, Inc. is seeking a Treasury Management Specialist to drive cross-sales within our Business Banking Treasury Management portfolio. You will compile data, support sales advisors, and help manage client needs through direct calls and collaborative meetings with advisors and Relationship partners.

The role emphasizes independent workflow management, risk and pricing activities, and timely execution of special projects with minimal supervision.

Qualifications

• Bachelor's degree in Business, Finance or related discipline or equivalent experience of five years in banking/ Treasury in lieu of degree.
• 1+ years of Treasury Management experience

Responsibilities

• Identifies and executes cross-sales across an existing Business Banking Treasury Management portfolio.
• May manage a portion of an Advisor's portfolio; direct sales via telephone and through calls with advisors/Relationship partners.
• Contributes to team revenue goals through identified opportunities; manages workflow with little oversight.
• Proactively manage portfolio and all risk and pricing activities; complete special projects by deadlines.

Skills

Sales experience

Microsoft Office

Sales Force

Education

Bachelor's degree in Business/Finance or related discipline

Tools

Microsoft Office

Salesforce

Job 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 projects, as assigned, by expected deadlines.
• Performs other duties as assigned.

Basic Qualifications

• Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years of experience in banking and / or Treasury in lieu of degree.
• 1+ years of Treasury Management experience

Preferred Qualifications

• Three plus years of Treasury Management Experience
• One plus year of Commercial Banking Experience
• Sales Experience with Proven Record of Exceeding Goal Expectations
• Advanced Knowledge of Microsoft Office
• Working Knowledge of Sales Force software

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 will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

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