CRB Treasury Management Advisor II - Tyler, TX

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 3+ yearsEducation: bachelorsSkills: ["Verbal communication","Written communication","Relationship management","Sales","Proactive mindset"]

Acquire, develop, and retain treasury management relationships by prospecting for new business and deepening existing customer partnerships. Drive sales results through customer proposals, product pricing/structuring, pipeline reviews, pre-call plans, and coordinated partner activities. Cross-sell additional bank products, stay current on competitor offerings, and maintain accurate weekly and monthly sales reporting. May mentor colleagues and contribute to product and strategy evolution.

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Huntington Bancshares
Huntington Bancshares
6 days ago

CRB Treasury Management Advisor II - Tyler, TX

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Last checked: 12 hours agoStatus: Live

Job Summary

Acquire, develop, and retain treasury management relationships by prospecting for new business and deepening existing customer partnerships. Drive sales results through customer proposals, product pricing/structuring, pipeline reviews, pre-call plans, and coordinated partner activities. Cross-sell additional bank products, stay current on competitor offerings, and maintain accurate weekly and monthly sales reporting. May mentor colleagues and contribute to product and strategy evolution.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Acquire and develop profitable treasury management relationships, including prospecting and customer proposals.
  • •Retain and deepen existing customer relationships through proactive banker relationship management and routine 1:1s.
  • •Structure and price treasury management products, and cross-sell other bank products while staying current on competitor offerings.
  • •Manage weekly and monthly sales results, including timely and accurate entry of weekly data.
  • •Assist in outbound calling initiatives and may mentor other treasury management colleagues.

Key Requirements

  • •3+ years of banking experience focused on treasury management/cash management.
  • •Bachelor’s degree or 4+ years of banking and/or treasury management experience in lieu of degree.
  • •3+ years of treasury management experience.
  • •Exceptional verbal and written communication skills.
  • •CTP or other professional designation.
Experience:3+ yearsBankingTreasury managementCash management
Education:Bachelor's
Skills:Verbal communicationWritten communicationRelationship managementSalesProactive mindset
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