Treasury Management Advisor II - Dallas, TX

Huntington National Bank; Dallas (TX); Hybrid; USD 85.000 - 110.000; Vollzeit

Zusammenfassung

Huntington National Bank is seeking a Treasury Management Advisor II in Dallas, TX to acquire and develop profitable treasury management relationships and retain existing clients. The role emphasizes proactive relationship management, cross-selling, and collaboration with regional partners.

The position involves creating proposals, pricing structures, and leading efforts to drive Treasury Management opportunities across the client base. Strong communication and banking experience are required.

Qualifikationen

• Three or more years banking experience with a focus on treasury management/cash management.
• Bachelor’s Degree or the equivalent experience of 4+ years in banking and/or Treasury Management in lieu of degree.
• CTP or other professional designation.

Aufgaben

• Sell treasury management services and prospects for new relationships.
• Prepare customer proposals and pricing structures.
• Proactively build internal relationships with regional partners and relationship managers to drive Treasury Management opportunities.
• Cross-sell other bank products and stay current on competitor offerings to improve products.
• Manage the Banker relationship with routine 1:1s and develop relationship plans.
• Maintain weekly and monthly sales results and ensure timely data entry and accuracy.
• Support outbound calling initiatives to offer new solutions and position Huntington as the primary banking relationship.
• Mentor other Treasury Management colleagues as needed.
• Act as a positive change agent as Huntington evolves its products and strategies.
• Perform other duties as assigned.

Kenntnisse

Verbal communication

Written communication

Ausbildung

Bachelor’s Degree or equivalent in banking/treasury management

CTP or other professional designation

Jobbeschreibung

Summary

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

Description

The Treasury Management Advisor II 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 weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
• Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship
• May mentor other Treasury Management colleagues
• Responsible for being a positive change agent as Huntington evolves its products and strategies
• Performs other duties as assigned

Basic Qualifications

• Three or more years banking experience with a focus on treasury management/cash management
• Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree

Preferred Qualifications

• Exceptional Verbal and Written Communication Skills
• Three or more years of Treasury Management Experience
• CTP or other professional designation

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 are 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 is an Equal Opportunity Employer.

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