Commercial Sales & Support Specialist - Huntington National Bank
Pittsburgh, PA
About the Job
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 an additional 2 years of banking sales support experience
+ Minimum of 3-5 years of related experience in an administrative role 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
+ Must maintain a high degree of confidentiality, maturity, judgement and professionalism
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
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
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 an additional 2 years of banking sales support experience
+ Minimum of 3-5 years of related experience in an administrative role 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
+ Must maintain a high degree of confidentiality, maturity, judgement and professionalism
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
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
Source : Huntington National Bank