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About the Role

The Regional Banking Sales and Service Coordinator supports Regional Banking customers, focusing on onboarding and ongoing relationship management to ensure a high-quality customer experience. This role emphasizes cross-selling and identifying opportunities within banker portfolios.

Responsibilities

• Assist bankers in managing customer portfolios with annual sales between $2 million and $50 million.
• Coordinate due diligence and document gathering for loan documentation and closing.
• Ensure timely completion of loan renewals.
• Manage the pipeline effectively.
• Collect required financial statements from customers in a timely manner.
• Build and maintain long-term customer relationships for quality control and customer experience.
• Utilize a relationship plan/model for client service and management.
• Coordinate with bankers and partners to prepare customer Relationship Plans.
• Manage NSF/OD items and coordinate resolutions with bankers and customers.
• Handle post-loan requests including advances, payments, payoffs, and research.
• Research and resolve service and operational issues for deposit and credit accounts.
• Assist customers with onboarding and maintenance of online banking platforms.
• Ensure submission of Regional Banking incidents for suspected fraudulent transactions.
• Connect customers with appropriate teams for recommended bank products.
• Maintain up-to-date knowledge of products, systems, policies, and procedures.
• Identify, assess, and manage risk, adhering to policy and procedure acknowledgements.
• Participate in identifying issues of concern and inform department management.
• Assist in the onboarding and training of new SSC colleagues.
• Perform other duties as assigned.

Requirements

• Bachelor's degree or equivalent of an additional 2 years of sales experience in a financial services or credit environment.
• Minimum of 2 years of sales experience in a financial services or credit environment.
• Excellent customer service skills.
• Highly motivated, focused, and goal-oriented.
• Strong verbal and written communication skills with a 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.
• Currently authorized to work in the United States on a full-time basis.

Skills

• Sales
• Customer Service
• Relationship Management
• Cross-selling
• Pipeline Management
• Financial Statement Analysis
• Loan Documentation
• Risk Management
• Microsoft Office
• Consultative Selling
• Organizational Skills
• Attention to Detail
• Multitasking

Location

• Office

Work Type

• Hybrid
• Remote

Experience Level

• 2+ years

Education Level

• Bachelor's Degree

About the Company

• Huntington is an Equal Opportunity Employer.
• Tobacco-Free Hiring Practice.

Equal Opportunity

• Huntington is an Equal Opportunity Employer.