Treasury Management Specialist Sr

Huntington National BankCharlotte, NC
Onsite

About The Position

The Treasury Management Specialist Sr provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor. Duties & Responsibilities: Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available. Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners. Responsible for contributing to team revenue goals Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio. May have direct responsibility across a certain portion of an Advisor’s portfolio. Coaches, counsels and mentors other Sales Specialists. 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

  • General knowledge of a wide variety of treasury management/cash management software, hardware and operating systems
  • Exceptional Verbal and Written Communication Skills
  • Excellent organization skills
  • Able to handle, organize and prioritize multiple tasks

Responsibilities

  • Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available.
  • Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners.
  • Responsible for contributing to team revenue goals
  • Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio.
  • May have direct responsibility across a certain portion of an Advisor’s portfolio.
  • Coaches, counsels and mentors other Sales Specialists.
  • Performs other duties as assigned.
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