Treasury Management Advisor I

Huntington National Bank; Dallas (TX); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Huntington National Bank is seeking a Treasury Management Advisor I to grow profitable treasury management relationships and deepen existing client connections. The role focuses on sales, prospecting, pricing, and delivering customer proposals while coordinating with internal partners to maximize TM opportunities.

The position emphasizes building strong banker relationships, data-driven sales results, and ongoing collaboration across teams, with potential flexible work arrangements in the office

Qualifications

• Minimum 3 years Financial Services experience.
• Bachelor’s Degree or 4 years Financial Services Experience in lieu of degree.

Responsibilities

• Sales and prospecting to develop treasury management relationships.
• Produce customer proposals and price/structure products.
• Collaborate with regional partners and relationship managers on TM opportunities.
• Cross-sell bank products and monitor competitor offerings for improvements.
• Manage banker relationships with regular planning, pipeline reviews, and joint calls.
• Maintain weekly and monthly sales data accuracy and reporting.
• Perform additional duties as assigned.

Skills

Verbal & written comms

Relationship management

Sales prospecting

Team collaboration

Education

Bachelor’s degree or 4 years experience in lieu of degree

Treasury/Finance background (preferred)

Job description

Summary

The Treasury Management Advisor I acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.

Description

Summary

The Treasury Management Advisor I 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
• Performs other duties as assigned.

Basic Qualifications

• Minimum of 3 years Financial Services experience
• Bachelor's Degree or an additional 4 years Financial Services Experience in lieu of degree

Preferred Qualifications

• Exceptional verbal and written communication skills
• Three or more years of Treasury Management Experience

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.