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Job Description
Description
Summary:
The Commercial Sales and Service Specialist II's primary responsibility is to support the Commercial team, with a specific focus on supporting the Relationship Managers (RMs) in growing and executing their business objectives.
Duties and Responsibilities:
- Works with RMs to review and understand their unique clients and portfolios.
- Assists in maintaining client and prospect information within Huntington's Customer Relationship Management (CRM) system.
- Assures data integrity within the CRM platform and assists with entering and updating calling and deal activity.
- Primary point of contact with questions, serve as a MAX Champion.
- Assists on regular activities and special projects across the line of business including quarterly/annual reviews, portfolio deep dives, pitch book generation, sales summits, client/prospect industry background/research, and underwriting.
- Apply lessons and best practices across all projects and activities.
- Find ways to improve all activities and processes. Assists with standardization of processes and information.
- Support the segment with onboarding new colleagues.
- Generates and analyzes weekly/monthly reports.
- Responsibilities include some traditional administrative work, such as meeting scheduling, coordination, data entry, creating memos, printing & binding, creating, and formatting presentation materials, etc.
- Performs other duties as assigned.
Basic Qualifications:
- Bachelor's Degree or 4 additional years experience in an administrative role
- Minimum of 3 years of related experience in an administrative role preferably within Commercial Banking
Preferred Qualifications:
- Competent in Microsoft Word, Excel and Power Point
- Proficient in MAX Salesforce CRM system
- Ability to communicate professionally with clients, colleagues and all levels of management both verbally and in writing
- Strong organizational skills, including the ability to multi-task
- Ability to collaborate effectively with others
- Proven problem-solving skills, flexibility, and the ability to work independently
- Ability to accommodate a fast passed environment with high demands
#LI-MC1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
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, 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 basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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