2 часа назад
Regional Banking Sales and Service Coordinator I
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Banking Sales and Service Coordinator I (Financial Services/Sales): Supporting bankers with onboarding, loan documentation, portfolio management, and ongoing service for business customers with $2 million to $50 million in annual sales, with an accent on relationship management, cross-selling, and operational accuracy. Focus on coordinating renewals and financial-statement collection, resolving deposit and credit-account issues, managing post-loan requests, and identifying fraud and risk concerns.
Location: Southaven, Mississippi, United States; office-based. Applicants must be currently authorized to work full-time in the United States. Immigration sponsorship is not available.
Company
is a national bank providing financial products, credit services, and relationship-based banking support.
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 closings, and timely renewals.
- Manage pipelines, financial-statement collection, relationship plans, and ongoing client service.
- Handle post-loan requests, including advances, payments, payoffs, research, and overdraft-related resolutions.
- Research and resolve deposit and credit-account service issues while assisting customers with online banking.
- Identify cross-sell opportunities, connect customers with appropriate banking teams, and escalate suspected fraudulent transactions and other risks.
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 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 effectively.
- Proficiency with PCs, internet tools, and Microsoft Office.
- Current full-time authorization to work in the United States is required; immigration sponsorship is not available.
Nice to have
- Regional Banking sales and product knowledge.
- Consultative selling and customer profiling experience.
- Experience onboarding and training colleagues.
Culture & Benefits
- Office-based workplace with specific work arrangements determined by the hiring team.
- Emphasis on strong customer relationships and a high-quality customer experience.
- Focus on risk awareness and adherence to banking policies and procedures.
- Opportunity to support and train new Sales and Service Coordinator colleagues.
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