Sales and Service Coordinator II (Banking)

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

Company

hirify.global is a banking organization providing regional banking, lending, deposit, and related financial 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, and loan closings.
• Manage pipelines, collect required financial statements, and coordinate relationship plans.
• Handle post-loan requests, including advances, payments, payoffs, and account research.
• Resolve service and operational issues for deposit and credit accounts, including NSF/OD items.
• Identify cross-sell opportunities, connect customers with relevant bank products, and escalate suspected fraudulent transactions.

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 customer service, verbal and written communication, 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.
• Must be authorized to work full-time in the United States; immigration sponsorship is not available.

Nice to have

• Regional Banking sales and product knowledge.
• Consultative selling and customer profiling experience.
• Experience training new colleagues.

Culture & Benefits

• Office-based work environment focused on customer relationships and community connection.
• Emphasis on risk awareness, policy adherence, quality control, and a strong customer experience.
• Eligible for overtime pay because the position is non-exempt.
• Equal opportunity and tobacco-free hiring practices.