Treasury Management Specialist - Atlanta, GA

Huntington National BankAtlanta, GA
Hybrid

About The Position

The Treasury Management Specialist provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor. This role is responsible for compiling data for Sales Advisors, creating RFPs, proposals, and pro-forma pricing analyses. The specialist will also handle client sales needs when an advisor is unavailable, conduct direct sales via telephone, and participate in joint and individual calls with advisors and/or RM/BB partners. The position is responsible for contributing to team revenue goals, identifying and executing cross-sales within an existing Treasury Management portfolio, and may have direct responsibility for a portion of an Advisor’s portfolio. Additionally, the role involves coaching, counseling, and mentoring other Sales Specialists. Other duties may be assigned as needed.

Requirements

  • Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of five (5) years of experience in banking and / or Treasury in lieu of degree.
  • 1+ year of Treasury Management experience.
  • Currently authorized to work in the United States on a full-time basis.

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 RFPs, proposals and pro-forma pricing analyses.
  • Handles 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.

Benefits

  • Not eligible for overtime pay
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