12 часов назад
Sales and Service Coordinator I (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales and Service Coordinator I (Financial Services): Supporting bankers with customer onboarding, loan documentation, portfolio administration, and ongoing relationship management with an accent on client service, cross-selling, and operational risk control. Focus on coordinating renewals and financial statement collection, resolving deposit and credit account issues, and connecting customers with appropriate banking products.
Location: Hernando, MS, United States. Workplace type: Office. Applicants must be currently authorized to work full time in the United States.
Company
is a national bank providing financial products and services to businesses and consumers.
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 closings, and timely renewals.
- Manage pipelines and collect required customer financial statements.
- Build long-term customer relationships, prepare relationship plans, and identify cross-sell opportunities.
- Handle post-loan requests, overdraft items, deposit and credit account issues, and online banking support.
- Identify suspected fraud and operational risks, follow policies, and coordinate with internal teams.
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 skills and a professional demeanor.
- Excellent organization, attention to detail, planning, follow-up, and multitasking skills.
- 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-based work environment focused on customer and community connections.
- Some positions outside the branch network may be eligible for flexible work arrangements, subject to hiring-team confirmation.
- Opportunity to assist with onboarding and training new Sales and Service Coordinator colleagues.
- Immigration sponsorship is not available for this position.
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