Regional Banking Client Manager

at  Huntington Bank

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.

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

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.