CRB Treasury Management Advisor II

Huntington Bancshares
Baton Rouge, Louisiana, Alexandria
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Relationship building","Sales pipeline management","Cross-selling","Mentoring"]

Acquire and develop profitable treasury management relationships while retaining and deepening existing customer accounts. Prospect for new opportunities, structure and price treasury management products, and craft customer proposals. Proactively coordinate with internal bankers and regional partners, manage relationship plans and sales pipeline execution, and deliver weekly and monthly sales results. Cross-sell other bank products, stay current on competitors, assist with outbound initiatives, and may mentor colleagues as needed.

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Huntington Bancshares
Huntington Bancshares
2 days ago

CRB Treasury Management Advisor II

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Last checked: 7 hours agoStatus: Live

Job Summary

Acquire and develop profitable treasury management relationships while retaining and deepening existing customer accounts. Prospect for new opportunities, structure and price treasury management products, and craft customer proposals. Proactively coordinate with internal bankers and regional partners, manage relationship plans and sales pipeline execution, and deliver weekly and monthly sales results. Cross-sell other bank products, stay current on competitors, assist with outbound initiatives, and may mentor colleagues as needed.
Location: Baton Rouge, Louisiana, Alexandria
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Prospect for new treasury management opportunities and develop profitable customer relationships.
  • •Price and structure products and prepare customer proposals.
  • •Manage banker relationships with routine 1:1s, relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling.
  • •Maintain weekly and monthly sales results and ensure weekly data entry accuracy.
  • •Cross-sell other bank products and support outbound calling initiatives; may mentor treasury management colleagues.

Key Requirements

  • •3+ years of banking experience focused on treasury management/cash management.
  • •Bachelor’s degree or equivalent experience of 4+ years in banking and/or Treasury Management.
  • •3+ years of Treasury Management experience (preferred).
  • •CTP or other professional designation (preferred).
  • •Exceptional verbal and written communication skills (preferred).
Experience:3+ yearsBankingTreasury management
Education:Bachelor's
Skills:CommunicationRelationship buildingSales pipeline managementCross-sellingMentoring
Certifications:CTP

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