CRB Treasury Management Specialist
Huntington National Bank · Birmingham, AL · 1 mo ago
On-siteFinanceFull-time
About the role
The Treasury Management Specialist is responsible for the identification and execution of cross‑sales across an existing Business Banking Treasury Management portfolio.
Responsibilities
- Compile data for TM Sales Advisors, complete relationship reviews, and perform pro‑forma pricing analyses while handling client sales needs.
- May have direct responsibility for a portion of an Advisor’s portfolio.
- Conduct direct sales via telephone and participate in individual or joint calls with advisors and/or relationship partners.
- Travel minimally, as required.
- Contribute to team revenue goals through identified sales opportunities.
- Independently manage workflow and role expectations with little oversight.
- Proactively manage portfolio risk and pricing activities.
- Execute and accurately complete special projects by expected deadlines.
- Perform other duties as assigned.
Basic Qualifications
- Bachelor’s degree in Business, Finance, or a related discipline, or equivalent experience of five (5) years in banking and/or Treasury in lieu of a degree.
- At least 1 year of Treasury Management experience.
Preferred Qualifications
- 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.
Workplace Type
This position is based in an office environment. Certain roles may be eligible for a flexible work arrangement that combines in‑office and remote work, allowing teams to deepen connections while maintaining productivity. Specific work arrangements will be determined by the hiring team.
Exempt Status: Yes (not eligible for overtime pay).
Huntington does not sponsor applicants for immigration benefits; candidates must be authorized to work in the United States on a full‑time basis.