Associate - Corporate and Specialty Banking Relationship Manager

Huntington National Bank•Farmers Branch, TX

1d•Onsite

About The Position

The Associate - Corporate, Specialty and Government Banking Relationship Manager supports Senior Corporate Banking Relationship Managers in building and servicing a sound, profitable portfolio of commercial relationships. The role focuses on satisfying customer needs and expectations while meeting credit and regulatory requirements through the origination and structuring of commercial loans. It also serves as a developmental position for a future assignment as an Associate Director - Relationship Manager. The Associate researches clients and prospects, prepares proposals and pitch materials, supports client and prospect calls, monitors referrals and opportunities, and assists with loan underwriting and BSA/AML/KYC onboarding. The position also contributes to account planning, cross-selling, portfolio monitoring, and the development of knowledge of corporate banking products. Some travel is required for client and prospect calls. The position is office-based; the hiring team will provide specific work arrangements.

Requirements

Bachelor’s degree.
Formal credit training at Huntington or equivalent.
Minimum 2+ years of commercial banking experience, preferably in a CSG Credit Products Analyst/Associate role or equivalent.
FINRA Series 79 (Investment Banking) and Series 63 (All States) licenses, or must take and pass the Securities Industry Essentials (SIE), Series 79, and Series 63 exams within the required time frame.

Nice To Haves

MBA, CFA, or similar advanced degree.
Strong credit skills, credit background, and knowledge; ability to analyze corporate financial statements and make recommendations on credit structure.
Sound understanding of the Corporate Banking business, its related products, and pertinent regulations.
Excellent oral and written communication, planning, negotiation, organizational, and analytical skills; high attention to detail.
Strong interpersonal and sales skills to compete effectively, present proposals to clients, and recommend loan transactions to bank senior management.
Legal or loan documentation experience.
Proficiency in Microsoft Office, particularly Excel and PowerPoint, and ability to quickly learn additional systems and software.
Proficiency in credit fundamentals to determine appropriate risks on new and prospective customers and ensure relationships align with the Bank’s risk appetite and return parameters.

Responsibilities

Assist Senior Corporate Banking Relationship Managers with marketing efforts by researching clients and prospects.
Create proposals and pitch materials for assigned Corporate Banking teams; develop and maintain financial models for standard pitch templates.
Work with OCR partners to develop team call pitch materials; create and organize content and analysis, collaborate with capital markets and other product and service partners, and participate in pre-call planning, including agenda development.
Join Senior Corporate Banking Relationship Managers on client and prospect calls, take detailed notes, and enter call reports into the corporate CRM system.
Assist with monitoring and execution of the pipeline of referrals and opportunities for loans, deposits, and fee-generating products and services; update the corporate CRM system to maintain pipeline accuracy.
Participate, as needed, in underwriting loan requests for new and existing customers.
Assist Senior Relationship Managers with BSA/AML/KYC onboarding for deposit and loan closings.
Create annual account plans and update activity throughout the year.
Monitor and update OCR cross-sell plans and achievement of Capital Allocation Committee commitments, including targeted ROE; help identify cross-sell opportunities within the existing portfolio.
Inform management and Relationship Managers about key factors related to prospect and client relationships, the overall portfolio, and the competitive environment.
Develop knowledge of all corporate banking products.
Perform other duties as assigned.