CRB Treasury Mgmt Advisor II
Huntington National Bank · Starkville, MS · 2 mo ago
On-siteAccountingFull-time
About the role
The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships, while also retaining and deepening existing customer relationships.
Responsibilities
- Prospecting, product pricing and structuring, and customer proposals
- Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
- Cross-sells other bank products, and stays current on competitor offerings to suggest product improvements
- Proactive management of Banker relationship, including routine 1:1's, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
- Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
- Assists in outbound calling initiatives to offer new solutions to clients and ensure Huntington as our customer's primary banking relationship
- May mentor other Treasury Management colleagues
- Responsible for being a positive change agent as Huntington evolves its products and strategies
- Performs other duties as assigned
Qualifications
- Three or more years banking experience with a focus on treasury management/cash management
- Bachelor's Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree
Preferred Skills
- Exceptional verbal and written communication skills
- Three or more years of Treasury Management Experience
- CTP or other professional designation
Exempt status: Yes (not eligible for overtime pay). Workplace Type: Office.