Treasury Management Solutions Advisor

Huntington National Bank; Dallas (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Huntington National Bank in Dallas seeks a Treasury Management Advisor I to acquire and develop profitable treasury management relationships, while retaining and deepening existing customer connections.

You will handle sales activities including prospecting, pricing, customer proposals, and cross-selling other bank products; work with regional partners to drive opportunities, manage relationship plans, and monitor pipelines.

Qualifications

• Minimum of 3 years Financial Services experience
• Bachelor's Degree or an additional 4 years Financial Services Experience in lieu of degree
• Exceptional verbal and written communication skills
• Three or more years of Treasury Management Experience

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
• Performs other duties as assigned.

Skills

Verbal communication

Written communication

Education

Bachelor's degree

4 years financial services experience in lieu of degree

Job description

Huntington National Bank in Dallas seeks a Treasury Management Advisor I to acquire and develop profitable treasury management relationships, while retaining and deepening existing customer connections.

You will handle sales activities including prospecting, pricing, customer proposals, and cross-selling other bank products; work with regional partners to drive opportunities, manage relationship plans, and monitor pipelines.