Associate - Corporate and Specialty Banking Relationship Manager

Huntington Bank; Farmers Branch (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Huntington Bank in Farmers Branch, TX is seeking an Associate for Corporate, Specialty and Government Banking to support Senior Relationship Managers in building a profitable commercial loan portfolio and delivering client-focused solutions.

You will develop proposals, refine financial models, and support credit structuring while ensuring compliance with regulatory requirements. This is a developmental role leading toward higher leadership.

Qualifications

• Bachelor’s Degree or equivalent with formal credit training.
• Minimum 2+ years of commercial banking experience, preferably in a CSG Credit Products Analyst/Associate role.
• SIE/Series 79/Series 63 exams or equivalent must be pursued to meet licensing requirements.

Responsibilities

• Assist Senior Corporate Banking Relationship Managers with marketing by researching clients and prospects.
• Create proposals and pitch materials for Corporate Banking team(s).
• Develop and maintain financial models for pitch templates.
• Interact with OCR partners in development of call pitch materials.
• Create and organize content and analysis with capital markets and other product partners.
• Participate in Pre-Call Planning and development of agendas.
• Join client calls, take notes, and enter reports into CRM.
• Monitor and support pipeline of referrals and opportunities for loans, deposits and services; update CRM.
• Assist in underwriting loan requests and BSA/AML/KYC onboarding.
• Create annual account plans and update activity; inform management on key factors.

Skills

Financial analysis

Communication skills

Sales skills

MS Excel

PowerPoint

CRM systems

Education

Bachelor’s degree

FINRA Series 79

FINRA Series 63

Tools

Microsoft Office

Excel

PowerPoint

Job description

Description Summary:

The Associate - Corporate, Specialty and Government Banking RM is responsible for supporting Senior Corporate Banking Relationship Managers in the building and servicing of a sound and profitable portfolio of commercial business relationships, satisfying and exceeding customer needs and expectations, and meeting credit and regulatory requirements, through the origination and structuring of Commercial loans. The role also serves as a developmental position for future assignment as an Associate Director - Relationship Manager.

Duties and Responsibilities:

• Assist Senior Corporate Banking Relationship Managers with their marketing efforts by researching clients and prospects.
• Create proposals and pitch materials for assigned Corporate Banking team(s).
• Develop and maintain financial models for a standard set of pitch templates.
• Interact with OCR partners in the development of team call pitch materials.
• Create and organize content and analysis, collaborate with capital markets and other product and service partners.
• Participate in Pre-Call Planning, including development of agendas.
• Join Senior Corporate Banking Relationship Managers on client and prospect calls (some travel required), take detailed notes, and enter call reports into the corporate CRM system.
• Assist in the monitoring and execution of pipeline of referrals and opportunities for loans, deposits and fee-generating products and services, update the corporate CRM system to maintain pipeline accuracy.
• Participate, as needed, in the underwriting of loan requests for new and existing customers.
• Assist Senior Relationship Managers by performing BSA/AML/KYC on-boarding for deposit and loan closings.
• Create annual account plans and update activity throughout the year.
• Monitor and update OCR cross-sell plans and achievement of Capital Allocation Committee commitments including achievement of targeted ROE.
• Help to identify cross-sell opportunities within the existing portfolio.
• Inform management and Relationship Managers on all key factors of prospect and client relationships, the portfolio overall and the competitive environment.
• Develop knowledge of all corporate banking products.
• Performs other duties as assigned.

Basic Qualifications:

• Bachelor’s Degree Formal credit training (at Huntington or equivalent).
• Minimum 2+ years of commercial banking experience, preferably in a CSG Credit Products Analyst/Associate role or equivalent.
• FINRA Series 79 (Investment Banking) and Series 63 (All States) licenses or must take and pass the Securities Industry Essentials (SIE), Series 79 and Series 63 exams within required time frame.

Preferred Qualifications:

• MBA, CFA or similar advanced degree.
• Strong credit skills, credit background and knowledge.
• Ability to analyze corporate financial statements and make recommendations on credit structure.
• Sound understanding of the Corporate Banking business and its related products, and pertinent regulations.
• Excellent oral and written communication skills, strong planning, negotiation, organizational and analytical skills.
• High level of attention to detail.
• A high level of interpersonal and sales skills are necessary to compete effectively, present proposals to client, and recommend loan transactions to bank senior management.
• Legal/Loan documentation experience.
• Proficiency in Microsoft Office suite (particularly Microsoft Excel and PowerPoint) and the ability to quickly learn additional systems/software.
• Proficiency in credit fundamentals to determine the appropriate risks on new and prospective customers so that all relationships are in strategic alignment with Bank risk appetite and return parameters.

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. 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. Specific work arrangements will be provided by the hiring team.

Applicants must be currently authorized to work in the United States on a full-time basis.

Equal Opportunity Employer:

Huntington is an Equal Opportunity Employer.

Company Culture:

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

Reasonable Accommodations:

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [e-mail]. Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

Legal Information:

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