Treasury Management Specialist Sr - CRE

Huntington Bancshares
Cleveland, Chicago, Detroit
Workplace: HybridFull timeUSD 70,000 - 140,000 annuallyFunction: Finance & AccountingExperience: 6+ yearsEducation: bachelorsSkills: ["Client relationship management","Sales support","Financial analysis","Communication","Multitasking"]

Foster client relationships and support portfolio growth by providing sales support and analysis for Treasury Management Advisors. Research client cash-flow needs to recommend tailored treasury solutions for Commercial Real Estate (CRE) clients. Develop pricing strategies, perform financial modeling, and create pitch materials and account strategies. Partner with cross-functional teams to ensure smooth implementation, accurate billing, and a complete client engagement cycle from proposal through service activation.

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Huntington Bancshares
Huntington Bancshares
1 month ago

Treasury Management Specialist Sr - CRE

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Last checked: 18 hours agoStatus: Live

Job Summary

Foster client relationships and support portfolio growth by providing sales support and analysis for Treasury Management Advisors. Research client cash-flow needs to recommend tailored treasury solutions for Commercial Real Estate (CRE) clients. Develop pricing strategies, perform financial modeling, and create pitch materials and account strategies. Partner with cross-functional teams to ensure smooth implementation, accurate billing, and a complete client engagement cycle from proposal through service activation.
Location: Cleveland, Chicago, Detroit
Workplace: Hybrid
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.
  • •Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability.
  • •Stay ahead of industry trends and competitor offerings to position solutions effectively.
  • •Prepare pitch materials, account strategies, and client review documents to support business development.
  • •Support the client engagement cycle from proposal development through service activation, coordinating implementation and billing with cross-functional teams.

Pay and Benefits

Salary: USD 70,000 - 140,000 annually
Perks:Health InsuranceWellness StipendLife InsuranceDisability InsuranceRetirement SavingsPaid LeavePaid Holidays

Key Requirements

  • •6+ years of relevant experience in treasury management and/or banking supporting treasury sales processes for Commercial Real Estate (CRE) clients.
  • •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 (Excel, Word, PowerPoint).
Experience:6+ yearsTreasury managementBankingCommercial real estateCREREITsProperty management
Education:Bachelor's in business or related field
Skills:Client relationship managementSales supportFinancial analysisCommunicationMultitasking
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