Treasury Growth & Cross-Sell 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

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.