1 день назад
Regional Banking Sales & Service Coordinator II (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Banking Sales & Service Coordinator II (Banking): Supporting bankers with onboarding, loan documentation, portfolio management, and customer service for regional banking clients with an accent on relationship planning, cross-selling, and operational risk control. Focus on coordinating renewals and financial statement collection, resolving deposit and credit account issues, and managing post-loan servicing requests.
Location: Macon, GA, United States; office workplace
Company
provides regional banking products and services for business customers.
What you will do
- Support bankers in managing portfolios of customers with $2 million to $50 million in annual sales.
- Onboard new customers and coordinate due diligence, document collection, loan closings, and renewals.
- Collect required financial statements and manage the lending pipeline.
- Build customer relationships, prepare relationship plans, identify cross-sell opportunities, and connect customers with appropriate banking teams.
- Resolve deposit and credit account service issues, including NSF/OD items, online banking support, advances, payments, payoffs, and research requests.
- Identify suspected fraud, manage operational risk, follow policies, and assist with onboarding and training new colleagues.
Requirements
- Bachelor's degree or an additional two years of sales experience in a financial services or credit environment.
- At least two years of sales experience in a financial services or credit environment.
- Strong verbal and written communication skills with a professional demeanor.
- Excellent customer service, organizational, planning, follow-up, and multitasking skills.
- Ability to build customer relationships and work independently under pressure with minimal supervision.
- Must be currently authorized to work full-time in the United States.
Nice to have
- Regional banking sales and product knowledge.
- Consultative selling and profiling experience.
- Proficiency with PC usage, internet tools, and Microsoft Office.
- Experience working effectively in a team environment.
Culture & Benefits
- Office-based work environment focused on customer and community connections.
- Some positions outside the branch network may be eligible for flexible work arrangements, subject to hiring team confirmation.
- Immigration sponsorship is not available for this position.
- Equal opportunity and tobacco-free hiring practices.
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