Sales and Service Coordinator I (Financial Services)

Location: Chattanooga, Tennessee, United States; office-based. Applicants must be currently authorized to work full time in the United States.

Company

hirify.global is a bank providing regional banking, deposit, credit, lending, and online banking 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 collection, loan renewals, and closing activities.
• Manage pipelines, collect required financial statements, and handle post-loan requests including advances, payments, payoffs, and research.
• Build and maintain customer relationships, prepare relationship plans, and coordinate cross-selling opportunities with bankers and partner teams.
• Resolve deposit and credit account service issues, manage NSF/overdraft items, and support online banking onboarding and maintenance.
• Identify suspected fraudulent transactions, manage operational risk, follow policies, and assist with onboarding and training new colleagues.

Requirements

• Bachelor’s degree or an equivalent 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, planning, follow-up, multitasking, and attention to detail.
• Ability to build customer relationships and work independently under pressure with minimal supervision.
• Current authorization 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.
• Proficiency with PCs, internet tools, and Microsoft Office.
• Experience working effectively in a team environment.

Culture & Benefits

• Office-based workplace with potential flexible arrangements for certain positions, subject to hiring team confirmation.
• Emphasis on customer service, quality control, risk awareness, and adherence to policies and procedures.
• Equal opportunity and tobacco-free hiring practices.