Treasury Management Advisor II

Huntington National Bank•Dayton, OH
•Onsite

About The Position

The Treasury Management Advisor II acquires and develops profitable, quality treasury management relationships and retains and deepens existing customer relationships. The role focuses on sales, prospecting, product pricing and structuring, and developing customer proposals. The advisor works proactively with regional partners and relationship managers to identify opportunities, cross-sells other bank products, and keeps current on competitor offerings to suggest product improvements. The position also manages banker relationships, sales results, and related data, supports outbound calling initiatives, and may mentor Treasury Management colleagues. The advisor is expected to serve 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.
  • Bachelor’s degree, or at least four years of banking and/or Treasury Management experience 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.
  • Conduct sales and prospecting activities.
  • 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-one meetings, relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling.
  • Manage weekly and monthly sales results and enter weekly data in a timely manner while monitoring its accuracy.
  • Assist with outbound calling initiatives to offer new solutions to clients and help ensure Huntington is the customer’s 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.
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