Jobs · OTHR · Texas

Regional Banking Sales and Service Coordinator II- Buffalo, TX

Huntington National Bank · Buffalo, TX · 1 mo ago
OTHRFull-time

About the role

The Regional Banking Sales and Service Coordinator is responsible for the onboarding of 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 coordinate these efforts for the team, continually reviewing portfolios to uncover additional business opportunities.

Responsibilities

  • Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales.
  • Coordinate due diligence and document gathering to get new and renewal loans documented and closed.
  • Ensure renewals are completed on a timely basis.
  • Manage pipeline and 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 management 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 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 onboarding and training 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 skills; 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 multitask.

Work Arrangement

This position is based in an office environment. Certain positions outside the branch network may be eligible for a flexible work arrangement that combines in‑office and remote work, allowing teams to deepen connections while maintaining productivity. Specific arrangements will be determined by the hiring team.

Exempt Status

Non‑exempt (eligible for overtime pay).

Eligibility

Applicants must be currently authorized to work in the United States on a full‑time basis. Huntington will not sponsor applicants for immigration benefits.

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