Treasury Management Advisor II - Dallas, TX

Huntington Bancshares, Inc.

Dallas (TX)

On-site

USD 90,000 - 120,000

Full time

3 days ago
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Job summary

Huntington Bancshares, Inc. in Dallas, TX is seeking a Treasury Management Advisor II who will acquire and develop profitable treasury management relationships while retaining and deepening existing client connections.

The role emphasizes proactive sales, client proposals, and collaboration with regional partners to drive TM opportunities. You will balance product pricing, cross-selling opportunities, and relationship planning, with a focus on delivering value to commercial clients and

Qualifications

  • Three or more years banking experience focusing on treasury management.
  • Bachelor’s Degree or equivalent experience; four+ years in banking/treasury in lieu of degree.
  • Strong communication and relationship-building skills.

Responsibilities

  • Develop new profitable treasury management relationships.
  • Prospect and close Treasury Management opportunities.
  • Pricing and structuring products for clients.
  • Maintain weekly/monthly sales results and data accuracy.
  • Mentor Treasury Management colleagues and drive product improvements.

Skills

Treasury management
Sales
Relationship management
Verbal & written communication

Education

Bachelor's degree or equivalent experience

Job description

Description

Summary: 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 to 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

#LI-OnSite

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

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 is an Equal Opportunity Employer.

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

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