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Commercial Banking Service Specialist in Cleveland at Huntington

Date Posted: 3/15/2019

Job Snapshot

Job Description

About Huntington
Huntington Bancshares Incorporated is an approximately $109 billion asset regional bank holding company headquartered in Columbus, Ohio, with a network of nearly 1,000 branches and nearly 2,000 ATMs across eight Midwestern states. Founded in 1866, Huntington National Bank and its affiliates provide consumer, small business, commercial, treasury management, wealth management, brokerage, trust, and insurance services. Huntington also provides auto dealer, equipment finance, national settlement and capital market services that extend beyond its core states. Visit for more information.

Brief Description -- Provide sales and administrative support for Cleveland-based Middle Market Commercial Banking team, with an emphasis on report creation and report maintenance.


Support sales efforts of relationship management team by

  • Guiding relationship managers in their collective effort to maintain complete and accurate customer and prospect activity (opportunities, referrals, calls) and data (prospect lists, parent/child alignment, team assignment) in MAX Salesforce
  • Creating Credit Compliance Monitoring Forms in MAX Salesforce
  • Preparing various weekly reports using MAX Salesforce
  • Researching prospects using Avention software and assisting with the development and sorting of prospect lists
  • Assisting with the preparation and maintenance of customer and prospect relationship plans
  • Creating project-oriented PowerPoint decks
  • Preparing internal sales meeting agendas
  • Coordinating Product Partner interactions on behalf of team lead
  • Scheduling treasury management relationship annual reviews between Relationship Manager and Treasury Management Sales Advisor
  • Working with Proposal Direct and Deal Management to assist in the preparation of pitch books and sales decks, as needed
  • Provide administrative support to management team by
  • Scheduling internal and external meetings in Outlook
  • Setting up conference calls
  • Maintaining up-to-date contact cards in Outlook
  • Maintaining internal colleague/partner phone list
  • Completing expense reports
  • Making travel reservations
  • 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

 Create or compile reports, including

  • Internal meeting agendas and attachments
  • Weekly Workload and CRRS Tracking Reports
  • Biweekly Asset Quality Report
  • Monthly portfolio lists sorted by manager and by team member
  • Profitability reports from OnePoint, sorted by manager and team member
  • Other reports, compiled from a variety of sources, as needed

 Minimum qualifications

  • 1-3 years' experience
  • High School Diploma

 Preferred qualifications:

  • 3+ years of experience in Commercial Banking is preferred
  • Bachelor's Degree 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

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.