Regional Banking Sales and Service Coordinator I

Responsibilities

• Aid bankers in managing their portfolio of customers with $2 million to $50 million in annual sales.
• Collaborate with bankers to coordinate due diligence and document gathering for loan documentation and closure.
• Ensure timely completion of renewals.
• Manage pipeline by collecting required financial statements from customers.
• Maintain and enhance long-term customer relationships to ensure a high-quality customer experience.
• Develop and implement relationship plans for each customer.
• Handle NSF/OD items and coordinate resolutions with bankers and customers.
• Resolve service and operational issues related to deposit and credit accounts.
• Support customers with onboarding and maintenance of online banking platforms.
• Submit suspected fraudulent transactions to the Incident team.
• Connect customers with appropriate teams for recommended bank products.
• Stay updated on products, systems, policies, and procedures.
• Identify, assess, and manage risks while adhering to policies and procedures.
• Participate in identifying issues and keeping department management informed.
• Assist in the onboarding and training of new SSC colleagues.

Requirements

• Bachelor's degree or at least 2 years of sales experience in a financial services or credit environment.
• Minimum of 2 years of sales experience in a financial services or credit environment.
• Excellent customer service, motivation, focus, and goal orientation.
• Strong verbal and written communication skills with a professional demeanor.
• Exceptional organizational skills with attention to detail, planning, and follow-up.
• Ability to build and maintain strong internal and external customer relationships.
• Capable of multitasking and working independently under pressure with minimal supervision.
• Proficient in PC usage, internet tools, and Microsoft Office.
• Regional Banking sales and product knowledge.
• Consultative selling and profiling experience.
• Proven track record of working well in a team environment.
• Strong organizational skills with attention to detail.
• Ability to multi-task.

Qualifications

• Exempt status: No (eligible for overtime pay).
• Workplace type: Office.