The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities:Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Re...
Description
Summary:
The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio.
Duties & Responsibilities:
- Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs.
- May have direct responsibility across a certain portion of an Advisor's portfolio.
- Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required.
- Responsible for contributing to team revenue goals through identified sales opportunities.
- Must be able to independently manage workflow and expectations of the role with little oversight.
- Proactively manage portfolio and all risk related and pricing activities.
- Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
- Performs other duties as assigned.
Basic Qualifications:
- Bachelor's Degree
- 1+ years of Treasury Management or banking experience
Preferred Qualifications:
- Three plus years of Treasury Management Experience
- One plus year of Commercial Banking Experience
- Sales Experience with Proven Record of Exceeding Goal Expectations
- Advanced Knowledge of Microsoft Office
- Working Knowledge of Sales Force software
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
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Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.