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Treasury Management Advisor II
Huntington National BankTreasury Management Advisor II at Huntington managing treasury relationships and banking solutions. Focus on sales, product structuring, and customer relationship management.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management and Banking, with a strong focus on relationship building, sales prospecting, and customer retention. Proficient in developing and executing strategic plans to enhance customer engagement and drive sales results.
Highest-signal resume keywords
Treasury Management ExperienceSales ProspectingCustomer Relationship ManagementCTP CertificationVerbal and Written Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Treasury ManagementCash ManagementProduct PricingCustomer ProposalsSales Results Management
Soft Skills
Relationship BuildingMentoringChange Management
Certifications & Qualifications
CTP
Industry Keywords
BankingTreasury Management RelationshipsCross SellingCompetitor AnalysisOutbound Calling
About the role
Key responsibilities & impact- The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships
- Retains and deepens existing customer relationships
- Sales Prospecting
- Product pricing and structuring
- 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 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
Requirements
What you’ll need- 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
- Exceptional Verbal and Written Communication Skills
- Three or more years of Treasury Management Experience
- CTP or other professional designation
Benefits
Comp & perks- Flexible work arrangements
- Professional development