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12 часов назад

Sales and Service Coordinator I (Financial Services)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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