Description

Summary:

The Commercial Banking Delivery Specialist administers multiple functions for the Commercial Lending team, including providing sales, client and other administrative support, arranging meetings, creating reports, and completing delegated tasks.

Duties & Responsibilities:

• Provides administrative support for four to six managers (including one lead manager) and/or credit officers by
• Scheduling internal and external meetings in Outlook
• Setting up conference calls
• Managing daily calendar of lead manager
• Maintaining up-to-date contact cards in Outlook
• Completing expense reports
• Making travel reservations
• Uploading approval, portfolio review, criticized asset reports and other presentation materials to SharePoint
• Distributing reports and other reference materials as needed
• Coordinating mixers/meetings
• Onboarding new colleagues
• Completing ServiceNow Tickets
• Maintaining Business Continuity Plan
• Scanning, copying, faxing
• Maintaining copiers/scanners/printers
• Ordering supplies
• Sorting and distributing mail
• Supports sales efforts of managers and their respective teams by
• Inputting prospects, opportunities and referrals into MAX Salesforce, changing statuses as needed to keep information accurate and current (as primary or back up)
• Managing proper relationship assignments in MAX Salesforce, ensuring proper parent/child alignment and appropriate relationship manager and team assignment (as primary or backup)
• Logging call reports into MAX Salesforce (as primary or backup)
• Creating Credit Compliance Monitoring Forms in MAX Salesforce
• Preparing various weekly reports using MAX Salesforce data (as primary or backup)
• Researching prospects using Avention software and assisting with the development of prospect lists (as primary or backup)
• Preparing meeting agendas and sales materials as needed (as primary or backup)
• Coordinating Product Partner interactions and reporting on behalf of team lead
• Working with Proposal Direct and Deal Management to assist in the preparation of pitch books and sales decks, as needed
• Scheduling treasury management relationship annual reviews between Relationship Manager and Treasury Management Sales Advisor (as primary or backup)
• Assisting with the preparation and maintenance of relationship summaries (as primary or backup)
• Creates and distributes reports, including
• Internal meeting agendas and attachments
• Weekly workload report
• Profitability reports from OnePoint, sorted by manager and team member
• Monthly portfolio lists from AFS, sorted by manager and by team member
• Internal colleague/partner phone list
• Other reports, compiled from a variety of sources, as needed
• Handles various tasks on behalf of managers and their respective teams, such as
• Answering client questions
• Performing customer service related tasks
• Working with internal partners
• Working as a team with other Commercial Banking Delivery Specialists in department, providing backup as needed
• Provides additional customer support on behalf of manager's team by
• Preparing Deposit Account Control Agreement Questionnaires and following the DACA process through completion, which includes working with attorneys and clients
• Assisting the relationship managers for timely completion of Know Your Customer and Know Your Account Forms for new accounts
• Backing up loan closer by printing and organizing execution copies of closing documents as needed
• Tracking fees charged to cost center on behalf of client (appraisal and other) and work with team to pursue reimbursement from client (as primary or backup)
• Performs other duties as assigned

Basic qualifications:

• 1-3 years' experience
• High School Diploma

Preferred qualifications:

• 3-5 years of experience in Commercial Banking is preferred
• Competency in Microsoft Word, Excel and PowerPoint is strongly preferred
• Ability to effectively communicate with clients, colleagues and all levels of management
• Desire to provide excellent service to both internal and external clients
• Strong organizational skills, including the ability to multi-task
• Ability to collaborate with others
• Proven problem solving skills to handle complex issues, including a willingness to be resourceful and work independently

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

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 is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi