Capital Advisor

0101 The Huntington National Bank; Pittsburgh (Allegheny County); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Huntington is seeking a Capital Advisor III to deliver customized and complex credit solutions for Private Bank clients, collaborating with the full advisory team. You will lead discussions with clients to tailor financing and loan programs while aligning with growth objectives and prudent risk limits.

The role emphasizes strong analytical skills, deep client engagement, and coordination with wealth management and legal teams to structure transactions and ensure compliance.

Qualifications

• Bachelor’s Degree required.
• At least 10 years of commercial credit experience.
• Experience with wealth management clients and banking products is preferred.

Responsibilities

• Serve as the primary contact for existing and new clients for all complex lending opportunities.
• Partner directly with current advisors to tailor financing solutions meeting capital needs.
• Develop financing solutions/loan programs aligned with growth and risk appetite.
• Collaborate with derivatives team to provide interest-rate solutions for large transactions.
• Deepen client relationships by working with client teams and opportunities beyond credit.
• Monitor credit portfolio needs and improve pricing and risk profiles.
• Maintain compliance and credit administration processes and procedures.
• Perform other duties as assigned.

Skills

Credit analysis

Client relationship management

Wealth management

Team collaboration

Regulatory compliance

Education

Bachelor’s Degree

Job description

Description Summary

The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors.

Duties and Responsibilities

Serve as the primary contact for both existing and new clients for all complex lending opportunities. Partner directly with current advisors to tailor creative solutions to meet our clients' capital needs. Develop financing solutions/ loan programs that align with core business growth objectives and our low to moderate risk appetite. Partner with derivates team to provide interest rate solutions necessary for large complex transactions. Deepen relationships by collaborating with client teams and identifying opportunities to provide complex credit solutions.

• monitoring all credit portfolio needs and clean desk metrics
• improving credit portfolio pricing and risk profile
• maintaining all compliance and credit administration processes and procedures

Partner with derivates team to provide interest rate solutions necessary for large complex transactions. Performs other duties as assigned.

Basic Qualifications

• Bachelor’s Degree
• At least 10 years of commercial credit experience

Preferred Qualifications

• Ability to work well within a team-based environment and be aligned on common goals.
• Must have knowledge and experience working with wealth management clients and a sound understanding of banking, investment management, trust, and estate planning.
• Experience and proven success working within a wealth management team.
• Sound understanding of client profiling and discovery, while being able to drive a consistent client experience.
• Strong analytical skills including complex underwriting and documentation needs.
• Ability to structure transactions that mitigate credit risk and maintain prudent loan structures.
• Understanding of necessary documentation and ability to partner with legal counsel when necessary.
• Experience identifying opportunities outside of credit transactions to provide introductions to key partners and deepening overall client relationship.

Exempt Status

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.

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Visit Huntington's Career Web Site for more details.

Huntington is an Equal Opportunity Employer.

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 we 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 you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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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.

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