Associate – Corporate and Specialty Banking Relationship Manager

• Support Senior Corporate Banking Relationship Managers in building and servicing profitable commercial business relationships
• Research clients and prospects to assist marketing efforts
• Create proposals and pitch materials for Corporate Banking teams
• Develop and maintain financial models for standard pitch templates
• Collaborate with OCR partners, capital markets, and other product and service partners
• Participate in pre-call planning and develop agendas
• Join client and prospect calls, take detailed notes, and enter call reports into the corporate CRM system
• Monitor and execute pipelines of referrals and opportunities for loans, deposits, and fee-generating products and services
• Update the corporate CRM system to maintain pipeline accuracy
• Participate in underwriting loan requests for new and existing customers
• Perform 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 Capital Allocation Committee commitments, including targeted ROE
• Identify cross-sell opportunities within the existing portfolio
• Inform management and Relationship Managers about prospect and client relationships, portfolio factors, and the competitive environment
• Develop knowledge of corporate banking products
• Perform other duties as assigned
• Some travel required

• 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 and Series 63 licenses, or must take and pass the SIE, Series 79 and Series 63 exams within the required time frame
• 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, related products, and pertinent regulations
• Excellent oral and written communication skills
• Strong planning, negotiation, organizational, and analytical skills
• High level of attention to detail
• High level of interpersonal and sales skills
• Legal/Loan documentation experience
• Proficiency in Microsoft Office suite, particularly Microsoft Excel and Power Point
• Ability to quickly learn additional systems/software
• Proficiency in credit fundamentals to determine appropriate risks and align relationships with bank risk appetite and return parameters
• Applicants must be currently authorized to work in the United States on a full-time basis
• Huntington will not sponsor applicants for immigration benefits

Demonstrates expertise in corporate banking, including strong credit skills and the ability to analyze financial statements. Proficient in developing financial models, creating proposals, and maintaining CRM systems to support relationship management and business development.

• Corporate Banking Experience
• Credit Analysis Skills
• Financial Modeling
• CRM System Proficiency
• BSA/AML/KYC Compliance

• Credit Skills
• Financial Statement Analysis
• Proposal Development
• Loan Documentation
• Microsoft Excel
• Microsoft Power Point
• Credit Fundamentals
• Pipeline Management
• Underwriting Experience
• Cross-Sell Strategy

• Communication Skills
• Organizational Skills
• Negotiation Skills
• Attention to Detail
• Interpersonal Skills

• Bachelor’s Degree
• FINRA Series 79 License
• FINRA Series 63 License
• SIE Exam

• Commercial Banking
• Corporate Banking Products
• Capital Markets
• Loan Products
• Regulatory Compliance

• Corporate CRM System
• Microsoft Office Suite