Treasury Management Advisor II - Houston, TX

The Huntington National Bank

Houston (TX)

Hybrid

USD 85,000 - 100,000

Full time

11 days ago

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Job summary

The Huntington National Bank is seeking a Treasury Management Advisor II to acquire and deepen treasury management relationships and to proactively manage client pipelines. The role focuses on sales, proposals, pricing, and cross-selling while coordinating with partners and relationship managers.

Candidates should have 3+ years in treasury or cash management with a Bachelor’s degree or equivalent banking experience. Strong communication and leadership abilities are essential.

Qualifications

  • 3+ years in banking with a focus on treasury management/cash management.
  • Bachelor’s degree or equivalent experience of 4+ years in banking/Treasury Management in lieu of degree.
  • CTP or other professional designation is a plus.

Responsibilities

  • Develop and expand profitable treasury management relationships.
  • Prospect new TM opportunities and manage proposals.
  • Price products and structure client offers; coordinate with partners.
  • Build internal relationships to drive opportunities and pipeline reviews.
  • Cross-sell bank products and stay updated on competitor offerings.
  • Mentor Treasury Management colleagues as needed.
  • Manage weekly/monthly sales results and data entry accuracy.

Skills

Treasury management
Cash management
Banking experience
Relationship building
Communication skills

Education

Bachelor’s degree
4+ years banking/TM 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

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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