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 ongoing 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 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 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.

No – eligible for overtime pay.

Office.

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