Regional Banking Sales & Service Coordinator I (Banking)

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

Company

hirify.global provides regional banking products and services for 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 collection, loan closings, renewals, and pipeline management.
• Build and maintain customer relationships, prepare relationship plans, and identify cross-sell opportunities.
• Manage post-loan requests, overdraft and NSF items, deposit and credit account issues, and online banking onboarding.
• Coordinate with bankers and internal partners to recommend appropriate bank products and resolve operational issues.
• Identify suspected fraudulent transactions and manage risk in accordance with policies and procedures.

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, and perform under pressure with minimal supervision.
• Proficiency with PC usage, internet tools, and Microsoft Office.
• Current full-time authorization to work 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.
• Experience working effectively in a team environment.

Culture & Benefits

• Office-based workplace with specific work arrangements provided by the hiring team.
• Focus on customer relationships, collaboration, risk awareness, and a strong service experience.
• Opportunity to assist with onboarding and training new coordinator colleagues.