Associate - Corporate and Specialty Banking Relationship Manager

Huntington Bancshares
Dallas
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Planning","Negotiation","Organizational","Analytical"]

Support Senior Corporate Banking Relationship Managers in building and servicing profitable commercial client relationships. Assist with research, proposal and pitch development, financial modeling, and coordination with partners across capital markets and other product teams. Join client calls, document notes in the corporate CRM, manage referral/pipeline execution, support underwriting when needed, and perform BSA/AML/KYC onboarding for deposit and loan closings. Develop credit and corporate banking product expertise.

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Huntington Bancshares
Huntington Bancshares
22 hours ago

Associate - Corporate and Specialty Banking Relationship Manager

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Last checked: 9 hours agoStatus: Live

Job Summary

Support Senior Corporate Banking Relationship Managers in building and servicing profitable commercial client relationships. Assist with research, proposal and pitch development, financial modeling, and coordination with partners across capital markets and other product teams. Join client calls, document notes in the corporate CRM, manage referral/pipeline execution, support underwriting when needed, and perform BSA/AML/KYC onboarding for deposit and loan closings. Develop credit and corporate banking product expertise.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Assist Senior Corporate Banking Relationship Managers with marketing efforts by researching clients and prospects.
  • •Develop proposals and pitch materials, including building and maintaining financial models and collaborating on call pitch materials.
  • •Join client and prospect calls, take detailed notes, and enter call reports into the corporate CRM system.
  • •Monitor and execute referral and opportunity pipelines for loans, deposits, and fee-generating products; update CRM for pipeline accuracy.
  • •Support underwriting for loan requests and perform BSA/AML/KYC onboarding for deposit and loan closings as needed.
Travel: Low travel

Key Requirements

  • •Bachelor’s Degree
  • •Formal credit training (at Huntington or equivalent)
  • •Minimum 2+ years of commercial banking experience, preferably in a Corporate Banking Credit Products Analyst/Associate role or equivalent
  • •FINRA Series 79 and Series 63 licenses, or must take and pass SIE, Series 79 and Series 63 exams within the required timeframe
  • •Proficiency in Microsoft Office suite, particularly Excel and PowerPoint, and ability to learn additional systems/software
Experience:2+ yearsCommercial bankingCorporate banking
Education:Bachelor's
Skills:CommunicationPlanningNegotiationOrganizationalAnalytical
Licenses:FINRA Series 79FINRA Series 63
Certifications:FINRA Series 79FINRA Series 63Securities Industry Essentials (SIE)
Tech Stack:Microsoft OfficeMicrosoft ExcelMicrosoft PowerPointCorporate CRMBSA/AML/KYC

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn