Treasury Management Specialist Sr - CRE

Huntington Bancshares
Austin, Houston
Workplace: OnsiteFull timeFunction: Finance & AccountingSkills: ["Client relationship management","Sales analysis","Communication","Multitasking","Analytical"]

Support Treasury Management Advisors by researching client cash-flow needs and financial structures to recommend tailored treasury solutions for Commercial Real Estate. Develop pricing strategies, perform financial modeling, and evaluate profitability while staying current on industry trends and competitor offerings. Create pitch materials, account strategies, and client review documents across the engagement lifecycle, coordinating with cross-functional teams to ensure implementation and accurate billing.

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Huntington Bancshares
Huntington Bancshares
6 days ago

Treasury Management Specialist Sr - CRE

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Last checked: 4 hours agoStatus: Live

Job Summary

Support Treasury Management Advisors by researching client cash-flow needs and financial structures to recommend tailored treasury solutions for Commercial Real Estate. Develop pricing strategies, perform financial modeling, and evaluate profitability while staying current on industry trends and competitor offerings. Create pitch materials, account strategies, and client review documents across the engagement lifecycle, coordinating with cross-functional teams to ensure implementation and accurate billing.
Location: Austin, Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Research client financial structures and cash flow needs to recommend tailored treasury solutions.
  • •Partner with Treasury Management Advisors to develop pricing strategies, run financial modeling, and evaluate profitability.
  • •Monitor industry trends and competitor offerings to position treasury solutions effectively.
  • •Prepare pitch materials, account strategies, and client review documents to support business development.
  • •Support the full client engagement lifecycle from proposal development to service activation, coordinating with cross-functional teams for implementation and billing.

Key Requirements

  • •6+ years of relevant experience in treasury management and/or banking focused on Commercial Real Estate (CRE) clients and supporting treasury sales processes.
  • •Bachelor’s degree in business or related field.
  • •Certified Treasury Professional (CTP) or equivalent high-level treasury certification.
  • •Background in client relationship management, sales, or portfolio development.
  • •Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
Experience:Commercial real estate
Skills:Client relationship managementSales analysisCommunicationMultitaskingAnalytical
Certifications:Certified Treasury Professional (CTP)
Tech Stack:Microsoft OfficeExcelWordPowerPoint

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn