Capital Advisor

Huntington National Bank; Pittsburgh (Allegheny County); Hybrid; USD 110,000 - 170,000; Full time

Job summary

The Capital Advisor III at Huntington National Bank serves as the primary advisor delivering customized and complex credit solutions to our Private Bank clients, working closely with a full team of advisors.

You will lead complex lending opportunities, tailor financing programs, and collaborate with the derivatives and wealth management teams to deepen client relationships while ensuring prudent credit risk and compliant processes.

Qualifications

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

Responsibilities

• Serve as primary contact for existing and new clients on complex lending opportunities.
• Partner with current advisors to tailor solutions meeting clients' capital needs.
• Develop financing programs aligned with growth objectives and prudent risk.
• Collaborate with derivatives team to provide interest-rate solutions for large deals.
• Deepen client relationships by identifying opportunities for complex credit solutions.
• Maintain the commercial book by monitoring credit needs, portfolio pricing, and compliance.
• Performs other duties as assigned.

Skills

Teamwork emphasis

Analytical skills

Client relationship development

Credit risk structuring

Legal coordination

Education

Bachelor’s Degree

Job 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.

Description

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)

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 is an Equal Opportunity Employer.

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