Treasury Management Advisor II - Houston, TX

Huntington National Bank•Houston, TX

6d•Onsite

About The Position

The Treasury Management Advisor II acquires and develops new profitable, quality treasury management relationships while retaining and deepening existing customer relationships. The role involves sales, prospecting, product pricing and structuring, and preparing customer proposals. The advisor works with regional partners and relationship managers to identify treasury management opportunities, cross-sells other bank products, and stays informed about competitor offerings to recommend product improvements. The advisor proactively manages banker relationships through regular one-on-one meetings, relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling. The role also includes tracking weekly and monthly sales results, entering weekly data on time and monitoring its accuracy, supporting outbound calling initiatives, and helping clients adopt solutions that strengthen Huntington as their primary banking relationship. The advisor may mentor other Treasury Management colleagues, serves as a positive change agent as products and strategies evolve, and performs other duties as assigned.

Requirements

Three or more years of banking experience focused on treasury management or cash management.
Bachelor’s degree, or equivalent experience of four or more years in banking and/or Treasury Management in lieu of a degree.

Nice To Haves

Exceptional verbal and written communication skills.
Three or more years of Treasury Management experience.
CTP or another professional designation.

Responsibilities

Acquire and develop new profitable, quality treasury management relationships.
Retain and deepen existing customer relationships.
Conduct sales and prospecting, and handle product pricing and structuring.
Prepare customer proposals.
Build internal relationships with regional partners and relationship managers to drive Treasury Management opportunities.
Cross-sell other bank products and stay current on competitor offerings to suggest product improvements.
Proactively manage banker relationships through routine one-on-one meetings, relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling.
Maintain and manage weekly and monthly sales results; enter weekly data on time and monitor it for accuracy.
Assist with outbound calling initiatives to offer clients new solutions and support Huntington becoming their primary banking relationship.
May mentor other Treasury Management colleagues.
Act as a positive change agent as Huntington evolves its products and strategies.
Perform other duties as assigned.