CRB Treasury Management Specialist

Huntington National Bank; Houston (TX); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible work arrangement

Equal Opportunity Employer

Job summary

Huntington National Bank is seeking a Treasury Management Specialist to drive cross-sales within an existing Business Banking Treasury Management portfolio. The role involves data compilation for TM Sales Advisors, pro-forma pricing analyses, and handling client sales needs.

The candidate will conduct direct sales via telephone, work with advisors, and contribute to revenue goals. Travel is limited, and the position emphasizes independent workflow management and timely project execution.

Qualifications

• Bachelor's degree or equivalent experience requested for Treasury/Banking roles.
• 1+ years of Treasury Management experience required.

Responsibilities

• Compile data for TM Sales Advisors, complete relationship reviews, and pro-forma pricing analyses.
• May oversee a portion of an Advisor's portfolio.
• Direct sales via telephone and joint calls with advisors/Relationship partners with minimal travel.
• Contribute to team revenue goals through identified sales opportunities.
• Independently manage workflow and role expectations with little oversight.
• Proactively manage portfolio and all pricing activities; monitor risk.
• Execute and complete special projects by deadlines.

Skills

Sales experience

Relationship management

Data analysis

Education

Bachelor's Degree in Business, Finance or related discipline

Five years banking/ Treasury experience in lieu of degree

Tools

Microsoft Office

Salesforce

Job description

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

#LI-OnSite

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.