Regional Banking Sales & Service Coordinator I (Financial Services)

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

Company

hirify.global is a banking company providing regional banking, lending, deposit, credit, and financial products and services.

What you will do

• Support bankers in managing portfolios of customers with $2 million to $50 million in annual sales.
• Onboard new customers and coordinate due diligence, financial statement collection, loan documentation, renewals, and closings.
• Build and maintain customer relationships, prepare relationship plans, and coordinate cross-sell opportunities with bankers and partner teams.
• Handle post-loan requests, including advances, payments, payoffs, research, and NSF/overdraft resolution.
• Resolve service and operational issues for deposit and credit accounts and assist customers with online banking platforms.
• Identify risk and suspected fraudulent transactions, submit incidents, and keep management informed of concerns.

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 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 PCs, internet tools, and Microsoft Office.
• Current authorization to work full-time in the United States is required.

Nice to have

• Regional banking sales and product knowledge.
• Consultative selling and customer profiling experience.
• Experience onboarding and training colleagues.

Culture & Benefits

• Office-based workplace with specific work arrangements determined by the hiring team.
• Some positions outside the branch network may offer a flexible combination of office and work-from-home work.
• Equal opportunity employer and tobacco-free hiring practice.
• Immigration sponsorship is not available for this position.