Treasury Management Specialist Sr - CRE

Exempt status: Yes (not eligible for overtime pay)

Workplace type: Office with potential for flexible work arrangements, combining in-office and remote work.

About the role

As a Treasury Management Specialist Senior at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors.

Responsibilities

• Research client financial structures and cash flow needs to recommend tailored treasury solutions.
• Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability.
• Stay ahead of industry trends and competitor offerings to position our solutions effectively.
• Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts.
• Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services.
• Support the full client engagement cycle, from proposal development to service activation.
• Build strong internal relationships to enhance solution delivery and client satisfaction.
• Contribute to overall team revenue goals and continued growth of the Treasury Management business.

Requirements

• 6+ years of relevant experience in treasury management and/or banking focusing on Commercial Real Estate (CRE) clients and supporting treasury sales processes for commercial and multi-family residential developers, REITs, and property managers.
• Bachelor’s degree in business or related field.

Preferred Qualifications

• Certified Treasury Professional (CTP) or equivalent high-level treasury certification.
• Background in client relationship management, sales, or portfolio development.
• Passion for collaborating with treasury experts to solve clients’ unique financial challenges.
• Exceptional verbal, written, and presentation communication skills.
• Strong multitasking, analytical, and organizational abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).