Regional Banking Client Success & Sales Coordinator II

Huntington Bancshares, Inc.; Town of Springfield (WI); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Office environment

Job summary

Huntington Bancshares, Inc. in Wisconsin seeks a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships for portfolios of $2M-$50M in annual sales. The role emphasizes cross-sell to identify opportunities and coordinate relationship plans for each customer.

The position focuses on client service, relationship management, and timely loan processing while upholding a high standard of customer experience.

Qualifications

• Bachelor's degree or equivalent plus 2 years of sales in financial services.
• Minimum 2 years of sales experience in 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 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

Communication

Organizational skills

Relationship management

Teamwork

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Huntington Bancshares, Inc. in Wisconsin seeks a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships for portfolios of $2M-$50M in annual sales. The role emphasizes cross-sell to identify opportunities and coordinate relationship plans for each customer.

The position focuses on client service, relationship management, and timely loan processing while upholding a high standard of customer experience.