Treasury Management Advisor II - Houston, TX

Huntington National Bank•Houston, TX

5d•Onsite

About The Position

The Treasury Management Advisor II acquires and develops new profitable, quality treasury management relationships and retains and deepens existing customer relationships. The role works with regional partners and relationship managers to identify and pursue treasury management opportunities, supports customer proposals and product pricing, and helps ensure Huntington is customers’ primary banking relationship. The Advisor may also mentor other Treasury Management colleagues and serves as a positive change agent as Huntington evolves its products and strategies.

Requirements

Three or more years of banking experience focused on treasury management or cash management.
A 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

Prospect for sales opportunities.
Price and structure products.
Develop 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, including routine one-to-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 new solutions to clients and support Huntington as customers’ 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.