Treasury Management Specialist Sr

0101 The Huntington National Bank; Atlanta (GA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Huntington National Bank is seeking a Treasury Management Specialist Sr to drive cross-sales within an existing Business Banking Treasury Management portfolio. The role involves data compilation for TM Sales Advisors, relationship reviews, and pro-forma pricing analyses to meet client needs.

Responsibilities include direct sales via phone and advisor collaborations, portfolio risk and pricing management, and timely execution of projects.

Qualifications

• Three or more years banking experience with a focus on treasury management/cash management.
• Bachelor’s Degree or the equivalent experience of 4+ years in banking and/or Treasury Management in lieu of degree.

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

Treasury management experience

Sales experience

Relationship management

Education

Bachelor's Degree or equivalent experience

Tools

Microsoft Office

Salesforce

Job description

Description Summary

The Treasury Management Specialist Sr is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio.

Duties & 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.

Basic Qualifications

Three or more years banking experience with a focus on treasury management/cash management Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree

Preferred Qualifications

• Three plus years of Treasury Management Experience


• Sales Experience with Proven Record of Exceeding Goal Expectations


• Advanced Knowledge of Microsoft Office


• Working Knowledge of Sales Force software


• #LI-OnSite

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type

Office

Our Approach to Office Workplace Type

Specific 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.