CRB Treasury Management Specialist

Huntington National Bank•St. Louis, MO

2d•Onsite

About The Position

The Treasury Management Specialist identifies and executes cross-sales within an existing Business Banking Treasury Management portfolio. The role supports Treasury Management Sales Advisors by compiling data, completing relationship reviews and pro-forma pricing analyses, and handling client sales needs. The specialist may be directly responsible for a portion of an Advisor’s portfolio and contributes to team revenue goals through identified sales opportunities. The position involves direct sales by telephone and individual or joint calls with Advisors and/or Relationship partners. It requires independently managing workflow and role expectations with little oversight, proactively managing the portfolio and related risk and pricing activities, and accurately completing assigned special projects by their deadlines. Minimal travel may be required. Other duties may be assigned.

Requirements

Bachelor’s degree in Business, Finance, or a related discipline, or equivalent experience of five years in banking and/or Treasury in lieu of a degree.
At least one year of Treasury Management experience.

Nice To Haves

Three or more years of Treasury Management experience.
One or more years of Commercial Banking experience.
Sales experience with a proven record of exceeding goal expectations.
Advanced knowledge of Microsoft Office.
Working knowledge of Salesforce software.

Responsibilities

Compile data for Treasury Management Sales Advisors.
Complete relationship reviews and pro-forma pricing analyses.
Handle clients’ sales needs.
May take direct responsibility for a portion of an Advisor’s portfolio.
Conduct direct sales by telephone and individual or joint calls with Advisors and/or Relationship partners.
Contribute to team revenue goals through identified sales opportunities.
Independently manage workflow and role expectations with little oversight.
Proactively manage the portfolio and related risk and pricing activities.
Accurately complete assigned special projects by expected deadlines.
Perform other duties as assigned.