Regional Banking Sales and Service Coordinator II (Banking)

Location: Dallas, TX; office workplace type. Applicants must be currently authorized to work full-time in the United States.

Company

hirify.global provides regional banking services, including deposit, credit, lending, and related financial products.

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 collection, loan renewals, and loan closings.
• Manage pipelines and ensure timely collection of required financial statements.
• Build customer relationships, prepare relationship plans, support cross-selling, and connect customers with appropriate banking teams.
• Resolve deposit and credit account service issues, including NSF/OD items, post-loan requests, online banking support, and suspected fraudulent transactions.
• Maintain knowledge of products, systems, policies, and procedures while identifying and managing operational risks.

Requirements

• Bachelor's degree or an equivalent additional two years of sales experience in financial services or credit.
• At least two years of sales experience in a financial services or credit environment.
• Strong verbal and written communication, customer service, organization, planning, and follow-up skills.
• Ability to build customer relationships, multitask, work independently under pressure, and collaborate effectively.
• Proficiency with PC usage, internet tools, and Microsoft Office.
• 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.
• Experience training new colleagues.

Culture & Benefits

• Office-based work environment with potential flexible arrangements determined by the hiring team.
• Focus on strong customer relationships, quality control, risk awareness, and a high-quality customer experience.
• Equal opportunity and tobacco-free hiring practices.