Regional Banking Client Manager

Huntington; Columbus (OH); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Huntington Bank is seeking a Regional Banking Client Manager to onboard new business banking customers and manage ongoing relationships for a portfolio of Business Bankers with $500K to $20 million in annual sales.

The role emphasizes cross-sell opportunities, portfolio reviews, and delivering a high-quality customer experience across the team.

Qualifications

• Bachelor's degree or equivalent experience in sales/financial services.
• Minimum of 2 years of sales experience in financial services or credit.
• Strong interpersonal and communication skills.
• Ability to multi-task and manage multiple portfolios.

Responsibilities

• Oversee loan process and portfolio management for assigned customers.
• Assist Bankers in managing portfolios of customers with $2M–$20M in annual sales.
• Coordinate due diligence and document gathering to close loans.
• Ensure renewals are completed on a timely basis.
• Build and maintain long-term client relationships and coordinate cross-sell opportunities.
• Partner with Business Bankers to achieve team results and appointment preparation.
• Develop Relationship Plans for customers.
• Perform other duties as assigned.

Skills

Relationship management

Sales

Cross-selling

Customer service

Communication skills

Team collaboration

Organization

Financial services knowledge

Education

Bachelor's degree or equivalent

Job description

Description

Summary
The 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 $500K to $20 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
• Minimum of 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)

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.