Regional Banking Sales and Service Coordinator- Lampasas, TX

Socket.dev; Lampasas (TX); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Huntington in the United States is seeking a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships for portfolios of customers with $2M-$50M in annual sales.

The role emphasizes cross-sell, relationship planning, and ensuring timely renewals and service quality. It also focuses on risk awareness, product knowledge, and collaboration with bankers and partners.

Qualifications

• Bachelor's degree or the equivalent of 2 years of sales in a financial services or credit environment
• 2+ years of sales experience in financial services or credit environment
• Strong communication and organizational skills

Responsibilities

• Assist bankers in managing portfolios 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 customer relationship planning
• Manage NSF/OD items and coordinate resolution with bankers and customers
• Assist in onboarding and maintenance of online banking platforms
• Identify and connect customers to appropriate bank products and services
• Maintain up-to-date knowledge of products, policies, and procedures
• Support onboarding and training of new SSC colleagues
• Perform other duties as assigned

Skills

Customer service

Relationship management

Cross-sell

Portfolio management

Communication skills

Organizational skills

Multitasking

Team collaboration

Education

Bachelor's degree or 2 years sales experience

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.

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.