Regional Banking Sales and Service Coordinator II (Bartlett, TN)

The Regional Banking Sales and Service Coordinator is responsible for onboarding new Regional Banking customers and managing the ongoing relationship to ensure quality control and a “Simply the Best” customer experience for a group of bankers with portfolios of customers ranging from $2 million to $50 million in annual sales. The role emphasizes cross‑selling to identify opportunities and coordinating these efforts for the team, continually reviewing portfolios to uncover additional business opportunities, and utilizing a relationship plan/model for client service and management.

Responsibilities

• Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales.
• Coordinate due diligence and document gathering necessary to get new and renewal loans documented and closed.
• Ensure renewals are completed on a timely basis.
• Pipeline management: ensure required financial statements are collected from customers promptly.
• Build and maintain long‑term customer relationships to ensure quality control and a “Simply the Best” experience.
• Provide client service and client management utilizing 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.

Basic Qualifications

• Bachelor’s degree or the equivalent of an additional 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.

Preferred Qualifications

• 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.
• 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.

Workplace

Office‑based role with the possibility of a flexible work arrangement that combines in‑office and work‑from‑home options, as determined by the hiring team.

Exempt Status: Not eligible for overtime pay.