Regional Banking Client Growth & Service Coordinator

Huntington National Bank; Atlanta (GA); On-site; USD 52,000 - 70,000; Full time

Job summary

Huntington National Bank is seeking a Regional Banking Sales and Service Coordinator responsible for onboarding new Regional Banking customers and managing ongoing relationships to ensure a Simply the Best customer experience for bankers with portfolios of $2M to $50M in annual sales.

You will coordinate due diligence, manage pipeline, gather financial statements, and work with bankers to develop Relationship Plans while focusing on cross-sell opportunities and risk awareness.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service

Verbal & written communication

Organizational skills

Multi-tasking

Team collaboration

MS Office

Relationship building

Consultative selling

Education

Bachelor’s degree or 2 years sales experience

Tools

MS Office

Job description

Huntington National Bank is seeking a Regional Banking Sales and Service Coordinator responsible for onboarding new Regional Banking customers and managing ongoing relationships to ensure a Simply the Best customer experience for bankers with portfolios of $2M to $50M in annual sales.

You will coordinate due diligence, manage pipeline, gather financial statements, and work with bankers to develop Relationship Plans while focusing on cross-sell opportunities and risk awareness.