Regional Bank Sales Service Coordinator I (Banking)

Location: Sarasota, Florida, United States; office workplace. Applicants must be currently authorized to work full time in the United States.

Company

hirify.global 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.
• Coordinate customer onboarding, due diligence, document gathering, loan closings, renewals, and pipeline management.
• Collect financial statements and prepare relationship plans with bankers and banking partners.
• Manage post-loan requests, including advances, payments, payoffs, research, and renewal activities.
• Resolve deposit and credit account service issues, manage NSF/OD items, and assist customers with online banking platforms.
• Identify cross-sell opportunities, connect customers with appropriate product teams, and escalate suspected fraudulent transactions and other risks.

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 customer service, verbal and written communication, organization, planning, and follow-up skills.
• Ability to build customer relationships, multitask, work independently under pressure, and collaborate effectively.
• Proficiency with PCs, internet tools, and Microsoft Office.
• Current full-time work authorization in the United States is required.

Nice to have

• Regional banking sales and product knowledge.
• Consultative selling and customer profiling experience.
• Experience training new colleagues.

Culture & Benefits

• Office-based workplace with specific work arrangements provided by the hiring team.
• Some positions may be eligible for a flexible combination of in-office and work-from-home arrangements.
• Equal opportunity and tobacco-free hiring practices.
• Immigration sponsorship is not available for this position.