Treasury Management Specialist Senior- CRE; Dallas or Houston, TX
Farmers Branch, Dallas County, Texas, USA
Listed on 2026-01-09
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Finance & Banking
Financial Analyst, Corporate Finance
Overview
Job Description
As a Treasury Management Specialist Senior at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors.
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 our solutions effectively
- Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts
- Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services
- Support the full client engagement cycle, from proposal development to service activation
- Build strong internal relationships to enhance solution delivery and client satisfaction
- Contribute to overall team revenue goals and continued growth of the Treasury Management business
- 6+ years of relevant experience in treasury management and/or banking, focusing on Commercial Real Estate (CRE) clients and supporting treasury sales processes for commercial and multi-family residential developers, REITs, and property managers
- 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
- Passion for collaborating with treasury experts to solve clients’ unique financial challenges
- Exceptional verbal, written and presentation communication skills
- Strong multitasking, analytical and organizational abilities
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Workplace Type: Office
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice:
Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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