CRB Treasury Management Advisor II

Huntington National Bank•Lake Charles, LA

2d•Onsite

About The Position

The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships while retaining and deepening existing customer relationships. The role supports treasury management sales and customer growth through prospecting, product pricing and structuring, and customer proposals. The advisor partners with regional colleagues and relationship managers to identify and advance treasury management opportunities, cross-sells other bank products, and stays current on competitor offerings to suggest product improvements. The position may also mentor other Treasury Management colleagues and contributes to organizational change as Huntington evolves its products and strategies.

Requirements

Three or more years of banking experience with a focus 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 and quality treasury management relationships.
Retain and deepen existing customer relationships.
Prospect for business and manage sales activity.
Price and structure products and 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-ones, 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 its accuracy.
Assist with outbound calling initiatives to offer new solutions to clients and support Huntington as the customer's primary banking relationship.
May mentor other Treasury Management colleagues.
Serve as a positive change agent as Huntington evolves its products and strategies.
Perform other duties as assigned.