Treasury Management Sales & Portfolio Specialist

Huntington Bancshares, Inc.; Dallas (TX); Ibrido; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Huntington Bancshares, Inc. in Dallas seeks a Treasury Management Specialist to drive cross-sales within an existing Business Banking Treasury Management portfolio.

You will compile data, support pricing analyses, and directly engage clients and advisors to meet revenue goals. The role requires a Bachelor's degree or five years banking/treasury experience, 1+ years Treasury Management, and proficiency with MS Office and Salesforce.

Competenze

• Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years of experience in banking and / or Treasury in lieu of degree.
• 1+ years of Treasury Management experience

Mansioni

• Compile data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.
• Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required.
• Proactively manage portfolio and all risk related and pricing activities.
• Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
• Must be able to independently manage workflow and expectations of the role with little oversight.

Conoscenze

Sales experience

Relationship management

Communication skills

MS Office

Formazione

Bachelor's Degree in Business/Finance or related discipline

Equivalent 5 years banking/treasury experience

Strumenti

Salesforce

Descrizione del lavoro

Huntington Bancshares, Inc. in Dallas seeks a Treasury Management Specialist to drive cross-sales within an existing Business Banking Treasury Management portfolio.

You will compile data, support pricing analyses, and directly engage clients and advisors to meet revenue goals. The role requires a Bachelor's degree or five years banking/treasury experience, 1+ years Treasury Management, and proficiency with MS Office and Salesforce.