17 часов 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 service for businesses generating $2 million to $50 million in annual sales with an accent on relationship management, cross-selling, and operational control. Focus on coordinating loan renewals and financial statements, resolving deposit and credit account issues, managing risk, and delivering banking products and services.
Location: Springfield, MO; office-based. Applicants must be currently authorized to work full-time in the United States. Visa sponsorship is not available.
Company
is a national banking organization providing regional banking, deposit, credit, and 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.
- Collect required financial statements and manage the customer pipeline.
- Build long-term customer relationships, prepare relationship plans, and identify cross-sell opportunities.
- Handle post-loan requests, overdraft and NSF items, online banking onboarding, and deposit or credit account issues.
- Identify suspected fraud, manage operational risk, coordinate with internal teams, and connect customers with appropriate banking products.
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 financial services or credit.
- Strong verbal and written communication skills with a professional demeanor.
- Excellent organization, attention to detail, planning, follow-up, and multitasking abilities.
- Ability to build customer relationships and work independently under pressure with minimal supervision.
- Proficiency with PCs, internet tools, and Microsoft Office.
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 workplace designed to support in-person collaboration and community.
- Focus on customer experience, quality control, risk awareness, and policy compliance.
- Opportunity to assist with onboarding and training new colleagues.
- Full-time employment with eligibility for overtime pay because the role is non-exempt.
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