Treasury Management Advisor II - Dallas, TX

Huntington; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Huntington is seeking a Treasury Management Advisor II in Dallas to acquire and deepen treasury management relationships. You will prospect new opportunities, structure and present customer proposals, and collaborate with regional partners to drive TM opportunities.

The role requires 3+ years in banking with treasury/cash management focus, a Bachelor's degree or equivalent experience, and a preference for CTP or similar credentials.

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.
• CTP or other professional designation preferred.

Responsibilities

• Prospect and develop treasury management opportunities.
• Structure pricing and proposals for clients.
• Build and execute relationship plans with partners and managers.
• Cross-sell bank products and stay informed on competitor offerings.
• Proactively manage banker relationships with routine reviews and joint calls.
• Enter weekly data and monitor sales results for accuracy.
• Mentor Treasury Management colleagues as needed.
• Act as a positive agent for Huntington's evolving products and strategies.

Skills

Sales skills

Relationship management

Prospecting

Proposals

Communication

Cross-selling

Education

Bachelor's degree or 4+ years experience in lieu of degree

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)Yes**Workplace Type:**OfficeOur Approach to **Office** Workplace TypeCertain 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.