Treasury Management Specialist Sr

Huntington National Bank • Atlanta, GA

1d • Hybrid

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. This role involves compiling data for TM Sales Advisors, completing relationship reviews, and pro-forma pricing analyses, while also handling client sales needs. The specialist may have direct responsibility for a portion of an Advisor's portfolio and is expected to conduct direct sales via telephone, as well as individual and joint calls with advisors and/or Relationship partners. Minimal travel may be required. The role is responsible for contributing to team revenue goals through identified sales opportunities and must be able to independently manage workflow and expectations with little oversight. Proactive management of the portfolio, including all risk-related and pricing activities, is essential. The specialist will also be responsible for executing and accurately completing special projects by expected deadlines.

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

• Flexible work arrangement
• In-office and work from home options
• Opportunity to deepen connections, maintain a strong community, and do their best work
• Remote roles will also have the opportunity to come together in our offices for moments that matter
• Specific work arrangements will be provided by the hiring team
• Equal Opportunity Employer
• Tobacco-Free Hiring Practice

What This Job Offers

• Job Type: Full-time
• Career Level: Senior