Regional Banking Client Manager - Triad Area - Huntington National Bank
Raleigh, NC
About the Job
Description
SummaryThe 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:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
SummaryThe 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:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
Source : Huntington National Bank
