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Treasury Management Advisor I
Huntington National Bank. Acquire and develop new profitable and quality treasury management relationships .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management, with a strong focus on acquiring and developing profitable customer relationships. Proficient in communication, sales management, and cross-selling bank products to enhance client engagement and drive business growth.
Highest-signal resume keywords
Treasury Management ExperienceFinancial Services ExperienceCustomer Relationship ManagementSales Results ManagementProposal Preparation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury ManagementSales ManagementProduct StructuringData EntryPipeline Review
Soft Skills
Verbal CommunicationWritten CommunicationRelationship Building
Industry Keywords
Financial ServicesCustomer ProposalsCross-SellingCompetitor AnalysisBusiness Prospecting
About the role
Key responsibilities & impact- Acquire and develop new profitable and quality treasury management relationships
- Retain and deepen existing customer relationships
- Prospect for new business
- Price and structure products
- Prepare customer proposals
- Build internal relationships with regional partners and relationship managers to drive treasury management opportunities
- Cross-sell other bank products
- Stay current on competitor offerings and suggest product improvements
- Proactively manage Banker relationships, including routine 1:1s, relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
- Maintain and manage weekly and monthly sales results
- Enter weekly data promptly and monitor its accuracy
- Perform other duties as assigned
Requirements
What you’ll need- Minimum of 3 years Financial Services experience
- Bachelor's Degree or an additional 4 years Financial Services Experience in lieu of degree
- Exceptional verbal and written communication skills
- Three or more years of Treasury Management Experience
- Applicants must be currently authorized to work in the United States on a full-time basis
- Huntington will not sponsor applicants for immigration benefits
Benefits
Comp & perks- Full-time employment
- Exempt status; not eligible for overtime pay
- Office workplace arrangement
- Potential flexible work arrangement for certain positions outside the branch network, combining in-office and work-from-home work, subject to hiring-team determination