1 день назад
Regional Banking Sales and Service Coordinator II
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Banking Sales and Service Coordinator II (Financial Services): Coordinating customer onboarding, loan documentation, portfolio service, and cross-sell opportunities for Regional Banking customers with an accent on relationship management, pipeline oversight, and operational risk control. Focus on managing renewals and post-loan requests, resolving deposit and credit account issues, and connecting customers with appropriate banking products.
Location: St Louis, MO, United States; office-based
Company
provides banking and financial 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 customer onboarding, due diligence, document gathering, loan renewals, and closing activities.
- Collect required financial statements, manage pipeline activity, and prepare relationship plans with bankers and partners.
- Handle post-loan requests, including advances, payments, payoffs, research, and renewal follow-up.
- Resolve service and operational issues related to deposit and credit accounts and assist customers with online banking.
- Identify cross-sell opportunities, coordinate product referrals, report suspected fraud incidents, and support risk and policy compliance.
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, 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.
- Must be currently authorized to work full-time in the United States.
Nice to have
- Regional Banking sales and product knowledge.
- Consultative selling and customer profiling experience.
- Experience onboarding and training new colleagues.
Culture & Benefits
- Office-based workplace with specific work arrangements determined by the hiring team.
- Emphasis on customer experience, relationship quality, risk awareness, and policy adherence.
- Equal Opportunity Employer and tobacco-free hiring practice.
- Immigration sponsorship is not available for this position.
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