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Treasury Management Specialist
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
- Identify and execute cross-sales across an existing Business Banking Treasury Management portfolio
- Compile data for Treasury Management Sales Advisors
- Complete relationship reviews and pro-forma pricing analyses
- Handle client sales needs
- Manage a designated portion of an Advisor’s portfolio
- Conduct direct sales by telephone and individual or joint calls with advisors and Relationship partners
- Contribute to team revenue goals through identified sales opportunities
- Independently manage workflow and role expectations with little oversight
- Proactively manage the portfolio and all risk-related and pricing activities
- Execute and accurately complete assigned special projects by expected deadlines
- Perform other duties as assigned
- Bachelor's Degree in Business, Finance or related discipline, or equivalent experience of five years in banking and/or Treasury in lieu of degree
- 1+ year of Treasury Management experience
- Preferred: three plus years of Treasury Management experience
- Preferred: one plus year of Commercial Banking experience
- Sales experience with a proven record of exceeding goal expectations
- Advanced knowledge of Microsoft Office
- Working knowledge of Salesforce software
- Must be currently authorized to work in the United States on a full-time basis
- Huntington will not sponsor applicants for immigration benefits
- Minimal travel may be required
Demonstrates expertise in Treasury Management and Commercial Banking, with a strong focus on cross-sales, client relationship management, and achieving revenue goals. Proficient in managing portfolios, conducting pricing analyses, and utilizing Salesforce and Microsoft Office to enhance sales performance.
Highest-signal resume keywords- Treasury Management Experience
- Commercial Banking Experience
- Sales Experience
- Microsoft Office Proficiency
- Salesforce Knowledge
- Treasury Management
- Commercial Banking
- Sales Techniques
- Pricing Analysis
- Data Compilation
- Client Relationship Management
- Independent Workflow Management
- Team Collaboration
- Business Banking
- Cross-Sales
- Risk Management
- Revenue Goals
- Salesforce
- Microsoft Office
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