50 минут 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): Supporting bankers with customer onboarding, loan documentation, portfolio management, and ongoing relationship servicing with an accent on consultative sales, cross-selling, and operational accuracy. Focus on coordinating renewals and post-loan requests, resolving deposit and credit account issues, managing risk, and maintaining strong customer relationships.
Location: Springfield, MO; in-office. Applicants must be currently authorized to work full-time in the United States.
Company
provides banking products and services for business customers and regional banking portfolios.
What you will do
- Support bankers in managing portfolios of customers with $2 million to $50 million in annual sales.
- Coordinate customer onboarding, due diligence, document collection, loan renewals, and loan closings.
- Manage pipelines, financial statement collection, relationship plans, and cross-selling opportunities.
- Handle post-loan requests, including advances, payments, payoffs, and account research.
- Resolve deposit and credit account service issues, manage NSF/OD items, and assist with online banking onboarding.
- Identify suspected fraudulent transactions, manage operational risk, and coordinate with internal banking teams.
Requirements
- Bachelor’s degree or an additional two years of sales experience in a financial services or credit environment.
- At least two years of sales experience in a financial services or credit environment.
- Strong verbal and written communication, customer service, organization, planning, and follow-up skills.
- Ability to build and maintain internal and external customer relationships while multitasking independently under pressure.
- Proficiency with PCs, internet tools, and Microsoft Office.
- Current authorization to work full-time in the United States is required; immigration sponsorship is not available.
Nice to have
- Regional banking sales and product knowledge.
- Consultative selling and customer profiling experience.
- Experience working effectively in a team environment.
Culture & Benefits
- Office-based workplace with an emphasis on customer relationships and community.
- Equal opportunity employer and tobacco-free hiring practice.
- Opportunity to assist with onboarding and training new colleagues.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
3 часа назад
Financial Relationship Banker - Covington
7 часов назад
Financial Relationship Banker (Banking)
25 - 28$
2 часа назад
Financial Relationship Banker
7 часов назад
Financial Relationship Banker - St. Paul, MN
25 - 28$
5 часов назад
Financial Relationship Banker-Maple Grove MN
24 - 28$
1 день назад