4 часа назад
Regional Banking Sales Service Coordinator I (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Banking Sales Service Coordinator I (Banking): Supporting bankers with onboarding, loan documentation, portfolio management, customer service, and coordination of banking products for business customers with $2 million to $50 million in annual sales, with an accent on relationship management, credit administration, and operational risk. Focus on coordinating renewals and post-loan requests, resolving deposit and credit account issues, and identifying cross-sell opportunities.
Location: Panama City, Florida, United States. Workplace type: Office. Applicants must be currently authorized to work full time in the United States; immigration sponsorship is not available.
Company
provides regional banking services for business customers and their banking relationships.
What you will do
- Support bankers managing portfolios of customers with $2 million to $50 million in annual sales.
- Coordinate customer onboarding, due diligence, document collection, loan closings, and renewals.
- Manage pipelines, financial statement collection, relationship plans, and ongoing customer service.
- Handle post-loan requests, including advances, payments, payoffs, research, and account issue resolution.
- Support online banking onboarding and maintenance, fraud incident reporting, and referrals to appropriate banking product teams.
- Identify business opportunities, manage 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 financial services or a credit environment.
- Strong customer service, communication, organization, planning, and follow-up skills.
- Ability to build customer relationships, multitask, work independently under pressure, and collaborate with a team.
- Proficiency with PCs, internet tools, and Microsoft Office.
- Current authorization to work full time 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.
- A proven track record in a team environment.
Culture & Benefits
- Office-based work environment.
- Focus on long-term customer relationships and quality service.
- Opportunity to work with bankers and internal partners across regional banking operations.
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