Sr. Executive Relationship Manager - MM-TEX
Huntington National Bank, Fort Worth, TX, United States
Summary
The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within an assigned geographic territory. They draw upon an established network to drive bank/customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs, working in concert with portfolio management partners to structure loans, manage underwriting and credit approval, ensure appropriate documentation, and manage the closing of complex commercial loans.
Duties and Responsibilities
Develop and deepen relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking.
Lead a cross‑functional team in collaborative pre‑call planning sessions resulting in robust client interactions.
Leverage an established group of Centers of Influence to obtain referrals and continually grow this network.
Identify and mitigate credit risks, recommend appropriate credit structure, and effectively articulate the bank’s recommendation to clients and prospects.
Adhere to bank policies and procedures and comply with legal and regulatory requirements.
Follow processes and procedures to ensure risks are measured, monitored, and controlled and that compliance requirements are adhered to on an ongoing basis.
Perform other duties as assigned.
Basic Qualifications
Bachelor’s Degree or equivalent experience in accounting, finance, or a related field.
15+ years of related experience in financial services and banking with a focus on commercial banking relationships.
Preferred Qualifications
20+ years’ experience working directly as a Commercial Relationship Manager.
Demonstrated ability to develop a new market, create brand awareness, and successfully generate meaningful new client relationships.
Successful track record of recommending and cross‑selling important banking services including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance to meet client needs and improve bank profitability.
Formal credit training and commercial banking underwriting experience.
Master of Business Administration Degree.
Active involvement in community and/or non‑profit volunteering services.
Ability to analyze corporate financial statements and make recommendations on credit structure.
Strong written and verbal communication and negotiation skill set.
Proficient with Microsoft Office products and willing to become proficient with critical proprietary systems.
Knowledge of Capital Markets (Debt and Equity) and understanding of how to succeed in a multi‑bank/syndicated credit facility environment.
Disciplined and motivated self‑starter who can manage business development efforts with minimal management oversight.
Consistently exceed production targets in call activity, new client acquisition, funding loans, capital markets and other fees, liquidity/deposits, client‑level and portfolio profitability.
Exempt Status: Yes (not eligible for overtime pay)
Workplace Type: Office
Some positions may be eligible for a flexible work arrangement, combining in‑office and work‑from‑home opportunities.
Huntington is an Equal Opportunity Employer.
Tobacco‑Free Hiring Practice: Visit Huntington’s Career Web Site for more details.
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Duties and Responsibilities
Develop and deepen relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking.
Lead a cross‑functional team in collaborative pre‑call planning sessions resulting in robust client interactions.
Leverage an established group of Centers of Influence to obtain referrals and continually grow this network.
Identify and mitigate credit risks, recommend appropriate credit structure, and effectively articulate the bank’s recommendation to clients and prospects.
Adhere to bank policies and procedures and comply with legal and regulatory requirements.
Follow processes and procedures to ensure risks are measured, monitored, and controlled and that compliance requirements are adhered to on an ongoing basis.
Perform other duties as assigned.
Basic Qualifications
Bachelor’s Degree or equivalent experience in accounting, finance, or a related field.
15+ years of related experience in financial services and banking with a focus on commercial banking relationships.
Preferred Qualifications
20+ years’ experience working directly as a Commercial Relationship Manager.
Demonstrated ability to develop a new market, create brand awareness, and successfully generate meaningful new client relationships.
Successful track record of recommending and cross‑selling important banking services including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance to meet client needs and improve bank profitability.
Formal credit training and commercial banking underwriting experience.
Master of Business Administration Degree.
Active involvement in community and/or non‑profit volunteering services.
Ability to analyze corporate financial statements and make recommendations on credit structure.
Strong written and verbal communication and negotiation skill set.
Proficient with Microsoft Office products and willing to become proficient with critical proprietary systems.
Knowledge of Capital Markets (Debt and Equity) and understanding of how to succeed in a multi‑bank/syndicated credit facility environment.
Disciplined and motivated self‑starter who can manage business development efforts with minimal management oversight.
Consistently exceed production targets in call activity, new client acquisition, funding loans, capital markets and other fees, liquidity/deposits, client‑level and portfolio profitability.
Exempt Status: Yes (not eligible for overtime pay)
Workplace Type: Office
Some positions may be eligible for a flexible work arrangement, combining in‑office and work‑from‑home opportunities.
Huntington is an Equal Opportunity Employer.
Tobacco‑Free Hiring Practice: Visit Huntington’s Career Web Site for more details.
#J-18808-Ljbffr