Treasury Management Specialist Sr

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Last checked: 1 hour agoStatus: Live

Job Summary

Foster client relationships and deliver tailored treasury management solutions for mid-market clients, supporting portfolio growth through sales support and analysis. Research client cash flow needs, build pricing strategies with advisors, and perform financial modeling to evaluate profitability. Prepare pitch materials and account strategies, track industry trends and competitors, and partner cross-functionally to ensure smooth implementation and accurate billing across the client engagement lifecycle.

Location: 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.
•Collaborate with Treasury Management Advisors on pricing strategies, financial modeling, and profitability evaluation.
•Stay ahead of industry trends and competitor offerings to effectively position treasury solutions.
•Prepare pitch materials, account strategies, and client review documents to support business development.
•Partner with cross-functional teams to support implementation and accurate billing, from proposal to service activation.

Key Requirements

•6+ years of relevant experience in treasury management and/or banking focused on mid-market clients ($100 million–$1 billion).
•Bachelor’s degree in business or related field.
•Experience cultivating long-term relationships with privately held businesses and regional enterprises.
•Background in client relationship management, sales, or portfolio development.
•Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Experience:6+ yearsBankingTreasury management

Education:Bachelor's in business or related field

Skills:CommunicationPresentation skillsMultitaskingAnalytical thinkingOrganizational skills

Certifications:Certified Treasury Professional (CTP)

Tech Stack:Microsoft OfficeExcelWordPowerPoint

Company Brief

Huntington Bancshares

Industry: Banking

Website

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Huntington Bancshares

3 weeks ago

Treasury Management Specialist Sr

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: 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.
•Collaborate with Treasury Management Advisors on pricing strategies, financial modeling, and profitability evaluation.
•Stay ahead of industry trends and competitor offerings to effectively position treasury solutions.
•Prepare pitch materials, account strategies, and client review documents to support business development.
•Partner with cross-functional teams to support implementation and accurate billing, from proposal to service activation.

Key Requirements

•6+ years of relevant experience in treasury management and/or banking focused on mid-market clients ($100 million–$1 billion).
•Bachelor’s degree in business or related field.
•Experience cultivating long-term relationships with privately held businesses and regional enterprises.
•Background in client relationship management, sales, or portfolio development.
•Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Experience:6+ yearsBankingTreasury management

Education:Bachelor's in business or related field

Skills:CommunicationPresentation skillsMultitaskingAnalytical thinkingOrganizational skills

Certifications:Certified Treasury Professional (CTP)

Tech Stack:Microsoft OfficeExcelWordPowerPoint

Company Brief

Huntington Bancshares

Industry: Banking

Website