Regional Sales and Service Coordinator II (Banking)

Location: Fort Worth, TX, United States. Workplace type: Office. Applicants must be currently authorized to work full-time in the United States.

Company

hirify.global provides regional banking, financial products, lending, deposit, and customer relationship services.

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 renewals, closings, advances, payments, payoffs, and related research.
• Manage pipelines, collect required financial statements, and prepare relationship plans with bankers and partner teams.
• Build long-term customer relationships, identify cross-sell opportunities, and connect customers with appropriate banking products.
• Resolve deposit, credit, NSF/OD, online banking, service, and operational issues.
• Identify suspected fraudulent transactions, manage risk, follow policies, and support onboarding and training of 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 verbal and written communication skills and a professional demeanor.
• Excellent organization, attention to detail, planning, follow-up, multitasking, and independent work skills.
• Ability to build and maintain internal and external customer relationships and work effectively under pressure.
• 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 profiling experience.
• Proficiency with PC usage, internet tools, and Microsoft Office.
• Experience working successfully in a team environment.

Culture & Benefits

• Office-based work environment with some positions potentially eligible for flexible work arrangements.
• Combination of in-office and work-from-home collaboration may be available where specified by the hiring team.
• Focus on customer experience, risk awareness, policy adherence, and professional development through colleague onboarding and training.