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Treasury Management Advisor III- CRE (North / South Carolina)

Treasury Management Advisor III- CRE (North / South Carolina)

Charlotte StaffingCharlotte, NC, US
1 day ago
Job type
  • Full-time
Job description

Treasury Management Advisor III

As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations.

Duties & Responsibilities

  • Strategic Business Development : Target and win opportunities with large, complex clients using advanced consultative selling techniques
  • Existing Client Management : Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
  • Customized Solution Design : Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
  • Product Pricing and Structuring : Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
  • Negotiation & Deal Closing : Handle negotiations on pricing, contracts, and service-level agreements
  • Implementation Oversight : Ensure seamless transition from sales to implementation, coordinating with various teams
  • Client Portfolio Leadership : Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions
  • Risk Management & Compliance : Manage risk and ensure compliance with relevant regulations
  • Sales Performance Management : Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets
  • Strategic Contribution : Contribute to high-level sales strategy and product development feedback

Basic Qualifications

  • 8+ years in treasury management sales role focusing on Commercial Real Estate clients with a deep understanding of the CRE industry and experience working with developers, property managers, REITs and private equity real estate firms.
  • Strong understanding of commercial real estate financing structures, operations and market dynamics.
  • Proven success in delivering customized solutions for cash flow optimization, payables and receivables automation, and liquidity management.
  • The ability to navigate multi-entity structures and seasonal cash flow cycleswhile taking a consultative approach to identifying growth opportunitiesis essential.
  • Bachelor's degree in business or related field
  • Preferred Qualifications

  • Proven leadership and mentoring capabilities
  • Strong understanding of risk management and regulatory awareness
  • Certified Treasury Professional (CTP) or equivalent high-level treasury certification
  • Master's degree (MBA or similar) in a relevant field
  • Recognition for outstanding performance in treasury services sales or corporate banking
  • Established network of industry contacts and involvement in industry associations
  • Deep knowledge of treasury services / products and industry applications
  • Proven high sales performance and client relationship growth
  • Excellent communication, negotiation and presentation skills
  • Strong analytical and strategic planning abilities
  • Proficient in treasury technology and systems
  • Exempt Status : Yes (not eligible for overtime pay)

    Workplace Type : Office

    Our Approach to Office Workplace Type 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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