Treasury Management Specialist Sr
About The Position
The Treasury Management Specialist Sr is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. Responsible for contributing to team revenue goals through identified sales opportunities. Must be able to independently manage workflow and expectations of the role with little oversight. Proactively manage portfolio and all risk related and pricing activities. Responsible for executing and accurately completing special projects, as assigned, by expected deadlines. Performs other duties as assigned.
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
- Three plus years of Treasury Management Experience
- Sales Experience with Proven Record of Exceeding Goal Expectations
- Advanced Knowledge of Microsoft Office
- Working Knowledge of Sales Force software
Responsibilities
- Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.
- May have direct responsibility across a certain portion of an Advisor's portfolio.
- Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required.
- Responsible for contributing to team revenue goals through identified sales opportunities.
- Must be able to independently manage workflow and expectations of the role with little oversight.
- Proactively manage portfolio and all risk related and pricing activities.
- Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
- Performs other duties as assigned.
Benefits
- Huntington is an Equal Opportunity Employer.
- Tobacco-Free Hiring Practice
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What This Job Offers
Job Type
Full-time
Career Level
Senior
