Sales and Service Coordinator I (Financial Services)

Location: Jackson, TN, United States; office-based. Applicants must be currently authorized to work full-time in the United States. Visa sponsorship is not available.

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 gathering, loan renewals, and closing activities.
• Manage pipelines, financial statement collection, relationship plans, and ongoing customer service.
• Process post-loan requests, including advances, payments, payoffs, and account research.
• Research and resolve deposit and credit account issues, including NSF/OD items and online banking support.
• Identify cross-sell opportunities, connect customers with appropriate banking teams, and escalate suspected fraudulent transactions.

Requirements

• Bachelor’s degree or an equivalent additional two years of sales experience in financial services or credit.
• 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 in a team environment.
• Proficiency with PCs, internet tools, and Microsoft Office.
• Current full-time authorization to work in the United States is required; immigration sponsorship is unavailable.

Nice to have

• Regional banking sales and product knowledge.
• Consultative selling and customer profiling experience.
• A proven record of working effectively in a team environment.

Culture & Benefits

• Office-based workplace with possible flexible arrangements for eligible positions outside the branch network.
• Focus on customer relationships, quality control, risk awareness, and adherence to policies and procedures.
• Opportunity to assist with onboarding and training new coordinator colleagues.