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1 день назад

Regional Banking Sales and Service Coordinator II

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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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

hirify.global 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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