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

Location: Bartlett, TN; office-based role. Applicants must be currently authorized to work full-time in the United States.

Company

hirify.global provides regional banking products and services to business customers.

What you will do

• Support bankers in managing portfolios of customers with $2 million to $50 million in annual sales.
• Coordinate onboarding, due diligence, document collection, loan closings, renewals, and pipeline management.
• Collect financial statements and manage post-loan requests, including advances, payments, payoffs, and research.
• Build customer relationships, prepare relationship plans, identify cross-sell opportunities, and connect customers with appropriate banking teams.
• Resolve deposit and credit account service issues, manage NSF/OD items, and support online banking onboarding and maintenance.
• Identify suspected fraud and other risks, follow policies and procedures, and assist with training new colleagues.

Requirements

• Bachelor's degree, or an equivalent 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 customer service, verbal and written communication, organization, planning, and follow-up skills.
• Ability to build customer relationships, multitask, work independently under pressure, and collaborate in a team environment.
• Proficiency with PCs, internet tools, and Microsoft Office.
• Current full-time authorization to work in the United States is required; immigration sponsorship is not available.

Nice to have

• Regional banking sales and product knowledge.
• Consultative selling and customer profiling experience.

Culture & Benefits

• Office workplace model with specific work arrangements determined by the hiring team.
• Focus on customer experience, risk awareness, policy adherence, and strong internal and external relationships.
• Tobacco-free hiring practice.