Treasury Management Specialist
About the role
The Treasury Management Specialist is responsible for identifying and executing cross-sales across an existing Business Banking Treasury Management portfolio. This role involves direct sales via telephone, individual and joint calls with advisors and/or Relationship partners, with minimal travel required. The Specialist will independently manage workflow and expectations with little oversight, proactively manage the portfolio, and contribute to team revenue goals through identified sales opportunities.
Responsibilities
- Compile data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses.
- Handle client sales needs and may have direct responsibility for a portion of an Advisor's portfolio.
- Contribute to team revenue goals through identified sales opportunities.
- Independently manage workflow and expectations with minimal oversight.
- Proactively manage portfolio and all risk-related and pricing activities.
- Execute and accurately complete special projects by expected deadlines.
- Perform other duties as assigned.
Requirements
- Bachelor's Degree in Business, Finance, or related discipline, or equivalent experience of five (5) years in banking and/or Treasury Management.
- 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.
Schedule
This is an exempt position (not eligible for overtime pay). The role follows an office workplace type with a flexible work arrangement, combining in-office and work-from-home opportunities. Specific work arrangements will be provided by the hiring team.
Applicants must be currently authorized to work in the United States on a full-time basis. Huntington will not sponsor applicants for immigration benefits.