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Treasury Management Advisor III - South FL (Middle Market)

Huntington Bancshares, Inc.

Orlando (FL)

Hybrid

USD 80,000 - 120,000

Full time

7 days ago
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Job summary

A leading financial institution seeks a Treasury Management Advisor III to enhance their treasury management business. In this pivotal role, you will develop and implement customized solutions for complex clients, manage the full sales cycle, and ensure compliance with regulatory standards. This position offers the flexibility of remote work while strengthening client relationships and driving revenue growth in a dynamic environment.

Qualifications

  • 8+ years in Treasury Management sales required.
  • Strong understanding of risk management and regulatory compliance.
  • Certified Treasury Professional (CTP) or equivalent high-level treasury certification preferred.

Responsibilities

  • Drive growth of treasury management business through strategic business development.
  • Manage and expand client relationships ensuring tailored financial solutions.
  • Lead complex treasury solution design in collaboration with product specialists.

Skills

Client Management
Negotiation
Sales Performance Management
Risk Management
Strategic Planning

Education

Bachelor’s degree
Master’s degree (MBA or similar)

Tools

Treasury technology and systems

Job description

Description

Summary:

As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added services that enhance their financial operations.

Duties & Responsibilities:

  • Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques
  • Existing Client Management:Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
  • Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
  • Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate data entry and monitoring to achieve sales targets
  • Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
  • Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements
  • Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams
  • Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury products
  • Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations
  • Strategic Contribution: Contribute to high-level sales strategy and product development feedback

Basic Qualifications:

  • 8+ years in Treasury Management sales
  • Bachelor’s degree

Preferred Qualifications:

  • Demonstrated mentoring capabilities
  • Strong understanding of risk management and regulatory awareness
  • Certified Treasury Professional (CTP) or equivalent high-level treasury certification
  • Master’s degree (MBA or similar) in a relevant field
  • Recognition for outstanding performance in treasury services sales or corporate banking
  • Established network of industry contacts and involvement in industry association
  • Excellent communication, negotiation and presentation skills
  • Strong analytical and strategic planning abilities
  • Proficient in treasury technology and systems


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

Yes

Workplace Type:

Remote

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.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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