Regional Banking Sales and Service Coordinator II

Summary

The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team.

Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model.

The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team.

Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model.

• Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales.
• Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed.
• Ensure renewals are completed on a timely basis.
• Pipeline Management
• Ensure required financial statements are collected from customers on a timely basis.
• Building and maintaining long-term customer relationships to ensure quality control and a Simply the Best customer experience.
• Client service and client management utilizing a relationship plan/model .
• Coordinate with bankers and partners to prepare Relationship Plans for each customer.
• Manage NSF/OD items and coordinating resolution with bankers and customers.
• Handle post-loan requests such as advances, payments, payoff, and research.
• Research and resolve service and operational issues related to deposit and credit accounts.
• Assist customers with onboarding and maintenance of online banking platforms.
• Ensure a Regional Banking incident is submitted to the Incident team for suspected fraudulent transactions.
• Connecting customers to the appropriate teams for recommended bank products.
• Maintain up-to-date knowledge of products, systems, policies, and procedures.
• Responsible for focus and awareness of identifying, assessing, and managing risk and adhering to policy and procedure acknowledgements.
• Participate in identifying issues of concern and keeping department management informed as needed.
• Assist in the onboarding and training of new SSC colleagues.
• Perform other duties as assigned.

• Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment
• Minimum of 2 years of sales experience in a financial services or credit environment

• Excellent in customer service, highly motivated, focused, and goal oriented
• Strong verbal and written communication skills with professional demeanor.
• Exceptional organizational skills with attention to detail, planning and follow-up
• Ability to build and maintain strong internal and external customer relationships
• Capable of multitasking and working independently under pressure with minimal supervision
• Proficient in PC usage, internet tools, and Microsoft Office
• Regional Banking sales and product knowledge
• Consultative selling and profiling experience
• Proven track record of working well in a team environment
• Strong organizational skills with attention to detail
• Ability to multi-task

(Yes = not eligible for overtime pay) (
No = eligible for overtime pay) No

Office

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong…