Regional Banking Sales & Service Growth Specialist

Huntington

Lampasas (TX)

Hybrid

USD 65,000 - 90,000

Full time

7 days ago
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Job summary

Huntington is seeking a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and nurture ongoing relationships, ensuring a superior customer experience across a portfolio of $2M–$50M in annual sales. You will coordinate due diligence, renewals, and relationship plans while driving cross-sell opportunities and risk management.

The role emphasizes cross-functional collaboration, strong communication, and meticulous process execution to maintain top-tier client

Qualifications

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

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 and ensuring required financial statements are collected from customers on a timely basis.
  • Build and maintain long-term customer relationships 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.
  • 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.
  • Connect customers to the appropriate teams for recommended bank products.
  • Maintain up-to-date knowledge of products, systems, policies, and procedures.
  • Identify, assess, and manage risk in line with policy and procedure acknowledgements.
  • Assist in onboarding and training of new SSC colleagues.

Skills

Customer service
Verbal & written communication
Organizational skills
Multitasking
Relationship building
MS Office

Education

Bachelor's degree
Sales experience (2+ years)

Tools

Microsoft Office

Job description

Huntington is seeking a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and nurture ongoing relationships, ensuring a superior customer experience across a portfolio of $2M–$50M in annual sales. You will coordinate due diligence, renewals, and relationship plans while driving cross-sell opportunities and risk management.

The role emphasizes cross-functional collaboration, strong communication, and meticulous process execution to maintain top-tier client

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