CRB Treasury Management Advisor II

About the role

The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships, retains and deepens existing customer relationships, and acts as a positive change agent as Huntington evolves its products and strategies.

Responsibilities

• Prospect for new treasury management opportunities
• Price and structure product proposals for customers
• Create and present customer proposals
• Proactively build internal relationships with regional partners and relationship managers to drive TM opportunities
• Cross-sell other bank products and stay current on competitor offerings to suggest product improvements
• Proactively manage Banker relationships through routine 1:1’s, relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
• Maintain and manage weekly and monthly sales results, ensuring timely and accurate data entry
• Assist in outbound calling initiatives to offer new solutions and ensure Huntington remains the customer’s primary banking relationship
• Mentor other Treasury Management colleagues
• Perform other duties as assigned

Requirements

• Three or more years of banking experience with a focus on treasury management/cash management
• Bachelor’s Degree or equivalent experience of 4 or more years in banking and/or Treasury Management

Preferred Qualifications

• Exceptional verbal and written communication skills
• Three or more years of Treasury Management experience
• CTP or other professional designation

Schedule

This is an exempt position (not eligible for overtime pay).

Workplace Type

Office-based with potential for a flexible work arrangement, combining in-office and remote work. Remote roles may have opportunities to come together in offices for key moments.