Regional Banking Client Manager

$500,000 - $500,000/Yr

Huntington Bancshares - Columbus, OH

Full-time - Mid Level

Hybrid - Columbus, OH

Management of Companies and Enterprises

About the position

The Regional Banking Client Manager at Huntington Bank is responsible for onboarding new business banking customers and managing ongoing relationships to ensure quality control and an exceptional customer experience. This role emphasizes cross-selling opportunities and coordinating efforts among a team of Business Bankers, focusing on clients with annual sales ranging from $500K to $20 million.

Responsibilities

• Oversee loan process and portfolio management responsibilities.
• 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.
• Build and maintain long-term customer relationships to ensure quality control and a Simply the Best customer experience.
• Utilize a relationship plan/model for client service and management.
• Assist Bankers with sales and relationship deepening, including appointment preparation and research.
• Significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team.
• Onboard new Business Banking customers and manage ongoing relationships through cross-sell and portfolio review.
• Coordinate with Business Bankers and partners to prepare Relationship Plans for each customer.

Requirements

• Bachelor's degree or 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.

Nice-to-haves

• Business Banking sales and product knowledge.
• Consultative selling and profiling experience.
• Proven organizational skills.
• Excellent customer service and interpersonal skills.
• Exceptional written and verbal 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.