Treasury Management Specialist Sr

Huntington; Birmingham (AL); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Huntington in Birmingham, AL is seeking a Senior Treasury Management Specialist to identify and execute cross-sales within an existing Business Banking TM portfolio. The role requires collaboration with Treasury Management Sales Advisors and Relationship partners to optimize pricing and revenues.

The ideal candidate brings 3+ years in treasury management and banking, a Bachelor’s degree or equivalent experience, and strong MS Office and Salesforce skills; occasional travel may be required,

Qualifications

• Three or more years banking experience focusing on treasury/cash management.
• Bachelor’s degree or 4+ years in banking/treasury management in lieu of degree.
• Advanced MS Office and working knowledge of Salesforce.

Responsibilities

• Identify and execute cross-sales across the existing Business Banking Treasury Management portfolio.
• Prepare data for TM Sales Advisors, relationship reviews, and pro-forma pricing analyses.
• Direct sales via telephone and joint calls with advisors; manage portfolio risk and pricing and contribute to revenue goals.

Skills

Treasury management experience

Sales experience

Advanced Microsoft Office

Education

Bachelor’s degree or 4+ years in banking/treasury management

Tools

Salesforce

Microsoft Office

Job description

## Treasury Management Specialist SrApply: Office: Birmingham, AL: Full time: Posted Today: R0069575# **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:**OfficeOur Approach to **Office** Workplace TypeCertain 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.