Treasury Management Sales Specialist — Cross-Sell Growth

Huntington National Bank; Austin (TX); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Huntington National Bank in Austin, TX, is seeking a Treasury Management Specialist to drive cross-sales within an existing Business Banking Treasury Management portfolio. You will collaborate with TM Sales Advisors and Relationship partners to identify opportunities and execute pricing analyses.

You will manage portions of advisor portfolios, conduct direct and joint calls, and contribute to team revenue while handling workflow with minimal oversight and meeting deadlines for special projects.

Qualifications

• 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

Responsibilities

• Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.
• May have direct responsibility across a certain portion of an Advisor's portfolio.
• Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required.
• Responsible for contributing to team revenue goals through identified sales opportunities.
• Must be able to independently manage workflow and expectations of the role with little oversight.
• Proactively manage portfolio and all risk related and pricing activities.
• Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
• Performs other duties as assigned.

Skills

Sales experience

Relationship management

Education

Bachelor's degree in Business, Finance or related discipline

Tools

Microsoft Office

Salesforce

Job description

Huntington National Bank in Austin, TX, is seeking a Treasury Management Specialist to drive cross-sales within an existing Business Banking Treasury Management portfolio. You will collaborate with TM Sales Advisors and Relationship partners to identify opportunities and execute pricing analyses.

You will manage portions of advisor portfolios, conduct direct and joint calls, and contribute to team revenue while handling workflow with minimal oversight and meeting deadlines for special projects.