Treasury Management Sales Specialist: Cross-Sell Pro

Huntington National Bank; Springfield (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

Huntington National Bank is seeking a Treasury Management Specialist to identify and execute cross-sales within an existing Business Banking Treasury Management portfolio.

The role involves compiling data for TM Sales Advisors, completing relationship reviews, and performing pro-forma pricing analyses to meet client needs. You will support revenue goals and manage portfolio pricing with minimal supervision.

Qualifications

• Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years 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

Cross-team collaboration

Education

Bachelor's Degree in Business/Finance

5 years banking/Treasury experience

Tools

Microsoft Office

Salesforce

Job description

Huntington National Bank is seeking a Treasury Management Specialist to identify and execute cross-sales within an existing Business Banking Treasury Management portfolio.

The role involves compiling data for TM Sales Advisors, completing relationship reviews, and performing pro-forma pricing analyses to meet client needs. You will support revenue goals and manage portfolio pricing with minimal supervision.