Regional Banking Relationship & Onboarding Coordinator II

Huntington National Bank; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Huntington National Bank is seeking a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships for a group of bankers with portfolios of customers with $2 million to $50 million in annual sales. The role emphasizes cross-sell and proactive relationship management to identify opportunities.

The position involves coordinating due diligence, ensuring timely renewals, managing pipelines, and supporting onboarding to online banking

Qualifications

• Bachelor's degree or equivalent and 2+ years of sales in financial services or credit environment.
• Minimum 2 years of sales experience in financial services or credit environment.

Responsibilities

• Assist bankers in managing their portfolio of customers with $2M–$50M in annual sales.
• Coordinate due diligence and document gathering for new and renewal loans.
• Ensure renewals are completed on a timely basis.
• Pipeline management and client service using a relationship plan/model.
• Coordinate with bankers and partners to prepare Relationship Plans for each customer.
• Manage NSF/OD items and coordinate resolution with bankers and customers.

Skills

Sales

Customer service

Communication

Organization

Education

Bachelor's degree or equivalent (2 years sales in financial services)

Sales experience in financial services

Tools

Microsoft Office

Job description

Huntington National Bank is seeking a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships for a group of bankers with portfolios of customers with $2 million to $50 million in annual sales. The role emphasizes cross-sell and proactive relationship management to identify opportunities.

The position involves coordinating due diligence, ensuring timely renewals, managing pipelines, and supporting onboarding to online banking