Remote Regional Banking Growth & Client Success Lead

0101 The Huntington National Bank; Westchester (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible work arrangement

Office setting

Job summary

The Huntington National Bank is seeking a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships for $2M–$50M portfolios. You will focus on cross-sell opportunities and coordinate this effort for the team.

Responsibilities include assisting bankers with portfolio management, coordinating loan due diligence, ensuring timely renewals, and maintaining strong client relationships through a relationship plan/model.

Qualifications

• Bachelor's degree or 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
• 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

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

Skills

Customer relationships

Cross-selling

Sales in finance

Portfolio mgmt

Communication

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

The Huntington National Bank is seeking a Regional Banking Sales and Service Coordinator to onboard new Regional Banking customers and manage ongoing relationships for $2M–$50M portfolios. You will focus on cross-sell opportunities and coordinate this effort for the team.

Responsibilities include assisting bankers with portfolio management, coordinating loan due diligence, ensuring timely renewals, and maintaining strong client relationships through a relationship plan/model.