Capital Advisor

Huntington Bancshares, Inc.; Pittsburgh (Allegheny County); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Flexible in-office/remote work

Job summary

Huntington Private Bank in Pittsburgh is seeking a Capital Advisor III to deliver customized and complex credit solutions to high-net-worth clients, partnering with the full team of advisors.

You will serve as the primary contact for sophisticated lending opportunities, tailor creative financing, and deepen client relationships while ensuring compliant credit administration and portfolio risk management.

Qualifications

• Bachelor's Degree required.
• At least 10 years of commercial credit experience.
• Experience in wealth management banking, including trust and estate planning, is preferred.
• Ability to structure transactions to mitigate credit risk and support prudent loan structures.

Responsibilities

• Serve as the primary contact for existing and new clients for complex lending opportunities.
• Partner with current advisors to tailor creative credit solutions meeting client capital needs.
• Develop financing solutions and loan programs aligned with growth objectives and risk appetite.
• Collaborate with derivatives team to provide rate solutions for large complex transactions.
• Deepen relationships by working with client teams and identifying opportunities beyond credit.
• Maintain responsibility for the commercial book by monitoring credit portfolio needs and pricing.
• Ensure compliance and credit administration processes are maintained.

Skills

Commercial credit experience

Wealth management knowledge

Analytical skills

Structured financing

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.
• Maintain responsibility for the existing commercial book of business by: (1) monitoring all credit portfolio needs and clean desk metrics, (2) improving credit portfolio pricing and risk profile, and (3) 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 deepen overall client relationship.

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type

Office

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.