Treasury Management Advisor II

Huntington National Bank•Covington, KY

23h•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 focuses on sales prospecting, product pricing and structuring, and preparing 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 informed about competitor offerings to suggest product improvements. The position proactively manages banker relationships through routine one-on-one meetings, relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calls. It is responsible for tracking weekly and monthly sales results and entering weekly data accurately and on time. The Advisor also supports outbound calling initiatives, offers clients new solutions, and works to make Huntington the customer’s primary banking relationship. The role may include mentoring other Treasury Management colleagues and performing other assigned duties.

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

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 monitor 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 its accuracy.
Assist with outbound calling initiatives and offer clients new solutions to help make Huntington 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.