Treasury Management Advisor II - Dallas, TX
Huntington National Bank · Dallas, Texas, US
Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and...
Job description
Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships. Duties & Responsibilities: - Sales - Prospecting - Product pricing and structuring - Customer proposals - Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities - Cross sells other bank products, and stays current on competitor offerings to suggest product improvements - Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling - Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy - Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship - May mentor other Treasury Management colleagues - Responsible for being a positive change agent as Huntington evolves its products and strategies - Performs other duties as assigned Basic...