Regional Banking Relationship & Onboarding Coordinator

Huntington Bancshares, Inc.; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Huntington Bancshares, Inc. in Dallas is hiring a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships, ensuring a 'Simply the Best' experience for bankers with portfolios from $2M to $50M in annual sales.

The role emphasizes cross-selling opportunities, timely renewals, and robust relationship planning to support client service, portfolio growth, and risk controls.

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.
• Build and maintain 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.

Skills

Relationship management

Sales experience

Cross-sell opportunities

Portfolio management

Customer service

Education

Bachelor's degree or equivalent in sales/finance

Tools

Microsoft Office

CRM software

Job description

Huntington Bancshares, Inc. in Dallas is hiring a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships, ensuring a 'Simply the Best' experience for bankers with portfolios from $2M to $50M in annual sales.

The role emphasizes cross-selling opportunities, timely renewals, and robust relationship planning to support client service, portfolio growth, and risk controls.