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Treasury Management Specialist
Huntington Bancshares
Grand Rapids, MI, United States
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Description
The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Commercial Treasury Management portfolio.
• Compiles data for Treasury Management Advisors, takes the lead on responses to RFPs, creates proposals and pro-forma pricing analyses and handles client's sales needs.
• May have direct responsibility across a certain portion of an Advisor's portfolio.
• Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required.
• Responsible for contributing to team revenue goals through individual sales generation and prospecting activities.
• Must be able to independently manage workflow and expectations of the role with little oversight.
• Proactively manage portfolio and all risk related and pricing activities.
• Responsible for executing and accurately completing special projects, as assigned, by expected deadlines.
Basic Qualifications:
• Bachelor's Degree in Business, Finance or related discipline or the equivalent experience of 4 plus years of experience in banking and / or Treasury in lieu of degree.
• One plus year of experience Banking or Treasury Management
Preferred Qualifications:
• 1 plus years of Commercial Banking Experience with CTP designation
• Advanced Knowledge of Microsoft Office
• Working Knowledge of Access
• Exceptional Verbal and Written Communication Skills