Regional Banking Client Manager

Huntington National Bank • Frisco, TX • 5h ago

Description

SummaryThe Regional Banking Client Manager? is responsible for the onboarding of new business banking customers and managing the on-going relationship to ensure quality control and a "Simply the Best" customer experience for a group of Business Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to undercover other business opportunities. Responsible for client service and client management utilizing a relationship plan / model.

Duties & Responsibilities:

Oversee loan process and portfolio management responsibilities which includes:

Assist Bankers in managing their portfolio of customers with $2 million to $20 million in annual sales

Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed.

Ensure renewals are completed on a timely basis

Ensure required financial statements are collected from customers on a timely basis

Building and maintaining long-term customer relationships to ensure quality control and a Simply the Best customer experience

Client service and client management utilizing a relationship plan/model

Assist Bankers with sales and relationship deepening which includes: Partners with a team of Business Bankers to achieve team results

Assists in the appointment preparation for Business Bankers including research, identifying appropriate Challenger Insights and drafting the agenda for each appointment.

Significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team

On-boarding of new Business Banking customers and managing the ongoing relationship through cross-sell and portfolio review

Coordinating with Business Bankers and partners to prepare Relationship Plans for each customer.

Performs other duties as assigned.

Basic Qualifications:

Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment

2+ years of sales experience in a financial services or credit environment

Preferred Qualifications:

Business Banking sales and product knowledge

Consultative selling and profiling experience

Proven organizational skills

Excellent customer service and interpersonal skills

Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor

General knowledge of Business Banking sales and product knowledge

Proven track record of working well in a team environment

Strong organizational skills with attention to detail

Ability to multi-task

PC and internet proficiency

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

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 will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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