CRB Treasury Management Specialist

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Workflow management","Risk management","Pricing analysis","Proactive work style","Independent execution"]

Identify and execute cross-sales across an existing business banking Treasury Management portfolio. Compile client review and pro-forma pricing information, support advisors’ sales needs, and may manage part of an advisor portfolio. Drive opportunities to contribute to team revenue goals, proactively manage portfolio risk and pricing activities, and complete assigned special projects by deadlines through direct phone and meeting-based sales.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Huntington Bancshares
Huntington Bancshares
3 days ago

CRB Treasury Management Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Identify and execute cross-sales across an existing business banking Treasury Management portfolio. Compile client review and pro-forma pricing information, support advisors’ sales needs, and may manage part of an advisor portfolio. Drive opportunities to contribute to team revenue goals, proactively manage portfolio risk and pricing activities, and complete assigned special projects by deadlines through direct phone and meeting-based sales.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Identify and execute cross-sales across an existing Business Banking Treasury Management portfolio.
  • •Compile data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses to support client sales needs.
  • •Conduct direct sales via telephone and individual/joint calls with advisors and/or relationship partners.
  • •Contribute to team revenue goals through identified sales opportunities and manage assigned workflow with little oversight.
  • •Manage portfolio risk and pricing activities and execute special projects by expected deadlines.
Travel: Low travel

Key Requirements

  • •Bachelor’s degree in Business, Finance, or related discipline, or equivalent experience with five (5) years of banking and/or Treasury experience.
  • •1+ years of Treasury Management experience.
  • •Three plus years of Treasury Management experience.
  • •1+ year of Commercial Banking experience.
  • •Advanced knowledge of Microsoft Office and working knowledge of Sales Force software.
Experience:5+ yearsBankingTreasury managementCommercial banking
Education:Bachelor's in Business, Finance or related discipline
Skills:Workflow managementRisk managementPricing analysisProactive work styleIndependent execution
Tech Stack:Microsoft OfficeSales Force

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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