Jobs · Finance · Mississippi

CRB Treasury Mgmt Advisor II - Jackson, MS

Huntington National Bank · Jackson, MS · 1 wk ago
On-siteFinanceFull-time

Sales

  • Prospects for new profitable and quality treasury management relationships.
  • Structures and prices products to meet client needs.
  • Develops and presents customer proposals.
  • Builds 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

  • 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 and ensures timely entry of data and accuracy monitoring.
  • Supports outbound calling initiatives to offer new solutions to clients and ensure Huntington remains the 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 degree.

Preferred Qualifications

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

Similar jobs