Commercial Relationship Service Specialist Sr.
Cadence Bank
DescriptionSummary: The Commercial Relationship Sales & Service Manager Senior (CML RSS SR) is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS SR works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS SR applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The CML RSS SR provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners.Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships.Utilizes expertise to manage complex, highly visible, large, and/or sensitive customers and services. Offering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO’s, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT’s, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc.Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.Represent Huntington’s Commercial brand by providing Category of One experience for customers; professional, discreet, and positive communications with forward-thinking solutions.Attends customer meetings independently or with Deal Team; participates in deal team and business segment meetings; stays informed of customer strategies, relationship plans, and business team prioritiesProvides day to day guidance for other service colleagues and partners as well as managing the most complex customers, including those with the highest volume of accounts and complexity.Serves as a key resource to establish workflows in an effort to solve issues or implement new processes and providing operational and risk management support to the team within the business unit and the Commercial Segment.Active participation and leadership in projects and bank initiativesPerform other duties as assigned.Basic Qualifications: High school, GED, or equivalent required, bachelor’s degree preferred5+ years in commercial banking with a focus in deposits, loans, treasury management, customer service, banking operationsPreferred Qualifications:Demonstrates confidence, assertiveness, professionalism, with the ability to collaborate and interact with all levels within the organization.Proficient use of Microsoft Office and other digital resourcesExcellence in customer service, initiative-taking, focused and goal oriented.Excellent written and verbal communication skills, including grammar and demeanor.Strong ability to facilitate and negotiate.Ability to mentor, coach and train peers and less experienced colleaguesStrong organizational skills with diligence, planning and follow-up.Ability to work independently on multiple tasks without compromising quality.Enhanced critical thinking and analytical skills.Adaptable to change.Promoter of Huntington and Commercial cultures.Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)YesWorkplace Type:OfficeOur Approach to Office Workplace TypeCertain 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 Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.SummaryLocation: Houston, TXType: Full time
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