Treasury Management Advisor I

0101 The Huntington National Bank; United States; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Huntington Bank is seeking a Treasury Management Advisor I to acquire and grow profitable treasury management relationships. The role involves pricing, proposals, and proactive collaboration with regional partners to drive opportunities and deepen existing client relationships.

Responsibilities include cross-selling bank products, maintaining weekly results, and executing relationship plans with ongoing pipeline reviews. Strong communication and financial services experience are essential.

Qualifications

• Minimum 3 years Financial Services experience.
• Bachelor's Degree or an additional 4 years Financial Services Experience in lieu of degree.
• Exceptional verbal and written communication skills.

Responsibilities

• Prospect new treasury management relationships and opportunities.
• Price products, build proposals, and present client-centric solutions.
• Develop and execute relationship plans with regional partners and RM teams.
• Cross-sell bank products and monitor competitor offerings for improvements.
• Manage weekly data entry and pipeline reviews; report results regularly.
• Engage in joint calling and align with partner plans to drive TM opportunities.

Skills

Financial services experience

Relationship management

Sales and prospecting

Communication skills

Education

Bachelor's degree

Tools

CRM

Job description

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 #LI-OnSite

Exempt Status

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type

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.

Immigration Sponsorship

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.

Equal Employment Opportunity and Diversity Statements

Huntington is an Equal Opportunity Employer.

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

Agency Recruitment Policy

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Company Culture and Values

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it's helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you'll apply to join our team. If you'd like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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Reasonable Accommodations

Reasonable Accommodations Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

EEOC and Related Statements

EEOC Disclaimer

Know Your Rights

CA Data Privacy

CA Data Privacy Rights

Tobacco Disclaimer

Tobacco-Free Hiring Practice

Agency Recruitment Policy (Repeated)

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.