Regional Banking Sales and Service Coordinator I- Longview, TX

0101 The Huntington National Bank

Longview (TX)

On-site

USD 65,000 - 90,000

Full time

3 days ago
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Job summary

Huntington Bank is seeking a Regional Banking Sales and Service Coordinator to onboard new regional customers and grow relationships for bankers with $2M–$50M in annual sales. You’ll focus on cross-sell opportunities and maintain a robust relationship plan to ensure top-tier service and risk awareness.

The role requires a Bachelor's degree or equivalent experience, plus at least two years of sales in financial services, and strong communication, organization, and collaboration skills.

Qualifications

  • Bachelor's degree or equivalent plus two years of financial services sales experience.
  • Minimum two years of sales experience in a financial services or credit environment.
  • Strong communication and relationship-building capabilities.

Responsibilities

  • Assist bankers in managing a portfolio of customers with $2M–$50M in annual sales.
  • Coordinate due diligence and documentation for new and renewal loans.
  • Maintain long-term customer relationships and manage client service.
  • Manage pipeline and collaborate with teams to prepare Relationship Plans.
  • Onboard clients to online banking and handle post-loan requests.

Skills

Sales experience
Customer relationships
Communication skills

Education

Bachelor's degree
2+ years relevant sales experience

Tools

Microsoft Office
PC proficiency

Job description

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going 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.

Duties and 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
  • 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.
Basic 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
Preferred Qualifications
  • Excellent in 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
  • Strong organizational skills with attention to detail
  • Ability to multi-task
Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type

No Workplace Type: Office

Our Approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Hiring and Sponsorship Policy

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses.

Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice

Tobacco-Free Hiring Practice

All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property.

Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

About Huntington

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.

If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to HuntingtonCareers@Huntington.com.

Reasonable Accommodations

Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

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