Treasury Management Advisor III- CRE (Dallas or Houston, TX)

Huntington Bancshares Inc•Houston, TX

43d•Hybrid

About The Position

As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations.

Requirements

8+ years in treasury management sales role focusing on Commercial Real Estate clients with a deep understanding of the CRE Industry and experience working with developers, property managers, REITs, private equity real estate firms and Community Impact Capital/Affordable housing industry.
Strong understanding of commercial real estate financing structures, operations and market dynamics.
Proven success in delivering customized solutions for cash flow optimization, payables and receivables automation, and liquidity management.
The ability to navigate multi-entity structures and seasonal cash flow cycles-while taking a consultative approach to identifying growth opportunities-is essential.
Bachelor's degree in business or related field

Nice To Haves

Proven leadership and mentoring capabilities
Strong understanding of risk management and regulatory awareness
Certified Treasury Professional (CTP) or equivalent high-level treasury certification
Master's degree (MBA or similar) in a relevant field
Recognition for outstanding performance in treasury services sales or corporate banking
Established network of industry contacts and involvement in industry associations
Deep knowledge of treasury services/products and industry applications
Proven high sales performance and client relationship growth
Excellent communication, negotiation and presentation skills
Strong analytical and strategic planning abilities
Proficient in treasury technology and systems

Responsibilities

Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques
Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements
Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams
Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions
Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations
Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets
Strategic Contribution: Contribute to high-level sales strategy and product development feedback