Regional Banking Client Manager

Huntington Bank; Easton (OH); Híbrido; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Huntington Bank seeks a Regional Banking Client Manager to onboard new business customers and actively manage ongoing relationships for a team of Business Bankers. You will coordinate due diligence, loans, and portfolio reviews to identify cross-sell opportunities and ensure timely renewals.

The role emphasizes client service, relationship planning, and collaboration with a team to achieve shared results in a dynamic financial services environment.

Formación

• 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.

Responsabilidades

• Oversee loan process and portfolio management responsibilities which includes: assisting 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.
• Build and maintain long-term customer relationships to ensure quality control and a Simply the Best customer experience.
• Assist Bankers with sales and relationship deepening, including research and drafting appointment agendas.
• On-board new Business Banking customers and manage ongoing relationships through cross-sell and portfolio review.

Conocimientos

Customer service

Interpersonal skills

Cross-sell

Relationship management

Communication skills

Educación

Bachelor's degree

Descripción del empleo

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) Yes

Workplace Type:

Office

Our Approach to Office

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.

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Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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 revolutionise 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.