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Regional Banking Client Manager

Regional Banking Client Manager

Texas StaffingFort Worth, TX, US
8 hours ago
Job type
  • Full-time
Job description

Regional Banking Client Manager

The Regional Banking Client Manager is responsible for the onboarding of new business banking customers and managing the ongoing relationship to ensure quality control and a "Simply the Best" customer experience for a group of Business Bankers with portfolios of customers with $2 million to $50 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 uncover 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
  • 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

    Workplace Type : Office

    Our Approach to Office Workplace Type : Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds : in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

    Huntington will not sponsor applicants for this position for immigration benefits. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer.

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    Regional Manager • Fort Worth, TX, US

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