Practice Finance Client Manager
📋 Role Overview & Responsibilities
Description
Summary
The Practice Finance Client Manager on-boards new Practice Finance customers and manages cross-sell opportunities and provides introduction and coordinates follow up with internal partners. Establishes long-term customer relationships to ensure quality control and provides an exceptional customer experience. Partners and supports a team of Practice Finance Business Development Officers to achieve team results. Assists with onboarding customers with sales from $0-25MM. Has a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews onboarding process to ensure alignment with Simply the Best customer experience. Provides client service utilizing a relationship plan/model. Assists (2-3) Practice Finance Business Development Officers with initial onboarding and partner introductions. Coordinates the due diligence and document-gathering necessary to get loans documented and closed. Assists Practice Finance Business Development Officers with forecasting and pipeline management.
Duties & Responsibilities
Works with customers and third parties and partners to collect conditions necessary to close loan.Communicates with customers 2x per week minimum to help them understand where we are in the process with their loan closing.Has oversight of Account opening/TM service implementation which is completed by partners on the dedicated business banking relationship team.Manage and clear collateral exceptions resulting from their loan closings. Process referral fee payments for their Practice Finance COI BDO Partners.MAX support and administrative support for Practice Finance COI BDO Partners.Performs other duties as assigned.
Basic Qualifications
Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment Minimum of 3 years of sales support experience in a financial services or credit environment
Preferred Qualifications
Business Banking sales and product knowledgeConsultative selling and profiling experience Proven organizational skills Excellent customer service and interpersonal skills Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor General knowledge of Business Banking sales and product knowledge Proven track record of working well in a team environment Strong organizational skills with attention to detail Ability to multi-taskPC and internet proficiency
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type
Hybrid
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
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This position is located in Minnetonka, MN with potential relocation and sponsorship assistance depending on candidate qualifications.
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