Regional Banking Sales and Service Coordinator II

Huntington National Bank; St. Louis (MO); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible work arrangement

Office in Saint Louis

Job summary

The Regional Banking Sales and Service Coordinator at Huntington National Bank is responsible for onboarding new Regional Banking customers and managing ongoing relationships to ensure a high-quality, “Simply the Best” customer experience for bankers handling portfolios of $2M–$50M in annual sales.

Emphasis is placed on cross-selling opportunities and coordinating efforts across the team to maximize client value.

Qualifications

• Bachelor’s degree or the equivalent of an additional 2 years of sales in a financial services or credit environment.
• Experience in financial services or credit sales is required.
• Excellent communication and interpersonal skills.
• Ability to work cross-functionally with bankers and partners.

Responsibilities

• Assist bankers in managing a portfolio of customers with $2M-$50M in annual sales.
• Coordinate due diligence and document gathering to get new and renewal loans documented and closed.
• Ensure renewals are completed on a timely basis.
• Manage pipeline and ensure timely collection of financial statements.
• Build and maintain long-term client relationships for quality control and best-in-class experience.
• Coordinate with bankers to prepare Relationship Plans for each customer.

Skills

Sales experience

Customer service

Relationship management

Cross-selling

Education

Bachelor’s degree + 2 years sales exp in financial services

Job description

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.

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
• 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.

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)

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.

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: Visit Huntington's Career Web Site for more details.