Regional Banking Sales and Service Coordinator II- Forth Worth, TX

Huntington Bancshares, Inc.; Fort Worth (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Huntington Bancshares, Inc. seeks a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships for quality customer experience. Role emphasizes cross-sell and coordinating efforts for bankers with portfolios of $2M-$50M in annual sales.

Responsibilities include pipeline management, document gathering, loan renewals, and relationship planning. Office-based role with potential flexible arrangements; US work authorization required.

Qualifications

• Bachelor's degree or equivalent plus 2 years sales experience in financial services.
• Minimum of 2 years of sales experience in a financial services or credit environment.
• Strong customer service and communication skills.

Responsibilities

• Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales.
• Coordinate due diligence and document gathering to close new and renewal loans.
• Ensure renewals are completed on a timely basis.
• Pipeline management and relationship planning with customers.
• Coordinate with bankers and partners to prepare Relationship Plans.
• Manage post-loan requests and account servicing tasks.
• Onboard and maintain customers on online banking platforms.

Skills

Customer service

Communication skills

Organizational skills

Multitasking

Relationship management

Team collaboration

Microsoft Office

Education

Bachelor's degree or equivalent in sales/financial services

Tools

Microsoft Office

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
• 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)

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.