CRB Treasury Management Advisor II - Austin, TX
Huntington National Bank, Austin, TX, United States
Summary
The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.
Duties & 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
Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship
May mentor other Treasury Management colleagues
Responsible for being a positive change agent as Huntington evolves its products and strategies
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
Exceptional Verbal and Written Communication Skills
Three or more years of Treasury Management Experience
CTP or other professional designation
Exempt Status
Yes (not eligible for overtime pay)
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.
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The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.
Duties & 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
Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship
May mentor other Treasury Management colleagues
Responsible for being a positive change agent as Huntington evolves its products and strategies
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
Exceptional Verbal and Written Communication Skills
Three or more years of Treasury Management Experience
CTP or other professional designation
Exempt Status
Yes (not eligible for overtime pay)
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.
#J-18808-Ljbffr