Regional Banking Sales and Service Coordinator II

Support a group of Bankers who serve customers with $2–50 million in annual sales by onboarding new clients, managing ongoing relationships, and driving cross-sell opportunities to deliver a “Simply the Best” customer experience.

Responsibilities

• Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales.
• Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed.
• Ensure renewals are completed on a timely basis.
• Manage the pipeline and ensure required financial statements are collected from customers on schedule.
• Build and maintain long-term customer relationships using a relationship plan/model.
• Coordinate with bankers and partners to prepare Relationship Plans for each customer.
• Manage NSF/OD items and coordinate resolution with bankers and customers.
• Handle post-loan requests such as advances, payments, payoff, and research.
• Research and resolve service and operational issues related to deposit and credit accounts.
• Assist customers with onboarding and maintenance of online banking platforms.
• Submit Regional Banking incidents to the Incident team for suspected fraudulent transactions.
• Connect customers to the appropriate teams for recommended bank products.
• Maintain up-to-date knowledge of products, systems, policies, and procedures.
• Identify, assess, and manage risk while adhering to policy and procedure acknowledgements.
• Participate in identifying issues of concern and keep department management informed as needed.
• Assist in the onboarding and training of new SSC colleagues.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree or the equivalent of an additional 2 years of sales in a financial services or credit environment.
• Minimum of 2 years of sales experience in a financial services or credit environment.

Skills

• Excellent customer service; highly motivated, focused, and goal oriented.
• 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.
• Consultative selling and profiling experience.
• Proven track record of working well in a team environment.

Schedule

This is a full-time, non-exempt (eligible for overtime pay) office-based role. Certain positions may be eligible for a flexible work arrangement combining in-office and work-from-home days; specific arrangements will be provided by the hiring team.