Regional Sales and Service Coordinator II

0101 The Huntington National Bank; Fort Worth (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Huntington National Bank is seeking a Regional Banking Sales and Service Coordinator to onboard new customers and manage ongoing relationships for $2M–$50M portfolios. You will drive cross-sell initiatives, coordinate due diligence, and ensure timely loan renewals while delivering a superior customer experience.

Responsibilities include portfolio management, client service, relationship planning, and collaboration with bankers to resolve service and operational issues.

Qualifications

• Bachelor's degree or equivalent plus 2 years sales in financial services.
• Minimum 2 years sales experience in a financial services or credit environment.
• Excellent customer service 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; collect financial statements from customers on a timely basis.
• Build and maintain long-term customer relationships for quality control and best customer experience.
• Client service and client management using a relationship plan/model.
• Coordinate with bankers 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 deposits 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 appropriate teams for recommended bank products.
• Maintain up-to-date knowledge of products, systems, policies, and procedures.
• Identify, assess, and manage risk and adhere to policy and procedure acknowledgements.
• Assist in onboarding and training of new SSC colleagues.
• Perform other duties as assigned.

Skills

Cross-sell

Relationship management

Client service

Portfolio management

Communication skills

Microsoft Office

Education

Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment

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.

Immigration & Work Authorization

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.

Equal Opportunity Employer

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice

Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters

Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. 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.

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 people 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 that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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