Commercial Relationship Service Specialist II
About The Position
Description Summary: The Commercial (CML) Relationship Service Specialist (RSS) II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO’s, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT’s, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio. Represent Huntington’s Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions. Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities Perform other duties as assigned.
Requirements
- High school, GED, or equivalent required
- 5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, and banking operations
- Excellence in customer service, initiative-taking, focused and goal oriented.
- Excellent written and verbal communication skills, including grammar and demeanor.
- Strong ability to facilitate and negotiate.
- Strong organizational skills with diligence, planning and follow-up.
- Demonstrates confidence and professionalism, with the ability to collaborate and interact with all levels within the organization.
- Ability to work independently on multiple tasks without compromising quality.
- Enhanced critical thinking and analytical skills.
- Adaptable to change.
- Promoter of Huntington and Commercial cultures.
Nice To Haves
- Bachelor’s Degree
- Proficient use of Microsoft Office and other digital resources
Responsibilities
- First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk.
- Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.
- Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services.
- Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO’s, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT’s, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.
- Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
- Represent Huntington’s Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.
- Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team priorities
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
