Treasury Management Specialist Sr

Huntington National Bank; Dallas (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

Huntington National Bank is seeking a Treasury Management Specialist Sr to identify and execute cross-sales across an existing Business Banking Treasury Management portfolio. You will compile data for TM Sales Advisors, perform relationship reviews and pro-forma pricing analyses, and support client sales needs.

The role demands direct sales via phone and calls with advisors, with minimal travel. You will help meet revenue goals and manage portfolio risk and pricing activities, while handling

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
• Strong sales skills and ability to cross-sell across portfolios

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

Sales experience

Relationship building

MS Office

Salesforce

Education

Bachelor’s Degree or equivalent experience

Tools

Salesforce

Microsoft Office

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

Certain 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.