Treasury Management Advisor II - Houston, TX

Huntington National Bank

Houston (TX)

Hybrid

USD 75,000 - 110,000

Full time

5 days ago
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Job summary

Huntington National Bank in Houston, TX is seeking a Treasury Management Advisor II to acquire and develop profitable TM relationships, while retaining and deepening existing client connections. The role focuses on sales, prospecting, pricing, customer proposals, and collaboration with regional partners to drive TM opportunities.

You will mentor colleagues and contribute to evolving product strategies. This position emphasizes building plans, pipeline reviews, and consistent performance in

Qualifications

  • Three or more years banking experience with 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.

Responsibilities

  • Acquire and develop new treasury management relationships.
  • Retain and deepen existing customer relationships.
  • 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.

Skills

Treasury management
Sales
Relationship management
Communication skills

Education

Bachelor's Degree or equivalent experience

Job description

Description
Job 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

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 is an Equal Opportunity Employer.

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

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