Treasury Management Specialist Senior- CRE (Dallas or Houston, TX)
About The Position
As a Treasury Management Specialist Senior at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors, Key Responsibilities Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services Support the full client engagement cycle, from proposal development to service activation Build strong internal relationships to enhance solution delivery and client satisfaction Contribute to overall team revenue goals and continued growth of the Treasury Management business
Requirements
- 6+ of relevant experience in treasury management and/or banking focusing on Commercial Real Estate (CRE) clients and supporting treasury sales processes for commercial and multi-family residential developers, REITs, and property managers.
- Bachelor’s degree in business or related field
- Background in client relationship management, sales, or portfolio development
- Passion for collaborating with treasury experts to solve clients’ unique financial challenges
- Exceptional verbal, written and presentation communication skills
- Strong multitasking, analytical and organizational abilities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Nice To Haves
- Certified Treasury Professional (CTP) or equivalent high-level treasury certification
Responsibilities
- Research client financial structures and cash flow needs to recommend tailored treasury solutions
- Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability
- Stay ahead of industry trends and competitor offerings to position our solutions effectively
- Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts
- Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services
- Support the full client engagement cycle, from proposal development to service activation
- Build strong internal relationships to enhance solution delivery and client satisfaction
- Contribute to overall team revenue goals and continued growth of the Treasury Management business
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
