CRB Treasury Management Advisor II - Waco or Industry, TX
Huntington National Bank · Waco, TX · 3 wk ago
On-siteBusiness DevelopmentFull-time
Sales
- Prospects for new profitable and quality treasury management relationships.
- Develops and structures product pricing for new and existing customers.
- Creates and presents customer proposals.
- Builds and maintains internal relationships with regional partners and relationship managers to drive TM opportunities.
- Cross-sells other bank products and stays updated on competitor offerings to suggest product improvements.
Customer Relationship Management
- Proactively manages Banker relationships through routine 1:1 meetings, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling.
- Maintains and manages weekly and monthly sales results, ensuring timely entry of data and monitoring accuracy.
- Supports outbound calling initiatives to offer new solutions to clients and ensure Huntington remains the customer's primary banking relationship.
- Mentors other Treasury Management colleagues.
- Acts as a positive change agent as Huntington evolves its products and strategies.
Qualifications
- Three or more years of banking experience with a focus on treasury management/cash management.
- Bachelor’s Degree or four or more years of Treasury Management experience in lieu of a degree.
Preferred Qualifications
- Exceptional verbal and written communication skills.
- Three or more years of Treasury Management experience.
- CTP or other professional designation.