CRB Treasury Management Specialist

Huntington National Bank; Birmingham (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

Huntington National Bank is seeking a Treasury Management Specialist to identify and execute cross-sales across an existing Business Banking Treasury Management portfolio.

The role involves compiling data for TM Sales Advisors, reviewing relationships, performing pricing analyses, and meeting client sales needs. Direct sales via phone and coordination with advisors/Relationship partners are required, with minimal travel as needed.

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

• 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.
• 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.

Skills

Sales experience

MS Office

Sales Force

Education

Bachelor's degree in Business/Finance or related

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.

Description 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

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.