Treasury Management Advisor II

Huntington National Bank•Charlotte, NC

1d•Hybrid

About The Position

The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships, and also retains and deepens existing customer relationships. The role involves sales prospecting, product pricing and structuring, and customer proposals. The advisor proactively builds internal relationships with regional partners and relationship managers to drive Treasury Management opportunities and cross-sells other bank products, staying current on competitor offerings to suggest product improvements. Proactive management of Banker relationships includes routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling. The advisor is responsible for maintaining and managing to weekly and monthly sales results, ensuring timely data entry and accuracy. They also assist in outbound calling initiatives to offer new solutions to clients and ensure Huntington as the customer’s primary banking relationship. The position may involve mentoring other Treasury Management colleagues and being a positive change agent as Huntington evolves its products and strategies.

Requirements

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

Nice To Haves

Exceptional Verbal and Written Communication Skills
Three or more years of Treasury Management Experience

Responsibilities

Acquires and develops new profitable and quality treasury management relationships
Retains and deepens existing customer relationships
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