Regional Banking Sales and Service Coordinator I - Alpharetta,GA

Huntington National Bank•Alpharetta, GA

15d•Onsite

About The Position

The Regional Banking Sales and Service Coordinator supports a group of Bankers who manage customer portfolios with $2 million to $50 million in annual sales. The role is responsible for onboarding new Regional Banking customers and managing ongoing relationships to ensure quality control and a “Simply the Best” customer experience. It places significant emphasis on identifying cross-sell opportunities, coordinating sales efforts, reviewing portfolios for business opportunities, and delivering client service and management through a relationship plan/model.

Requirements

Bachelor's degree or the equivalent of an additional two years of sales experience in a financial services or credit environment.
Minimum of two years of sales experience in a financial services or credit environment.

Nice To Haves

Excellent customer service skills; highly motivated, focused, and goal oriented.
Strong verbal and written communication skills and 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.
Ability to multitask and work independently under pressure with minimal supervision.
Proficiency in PC usage, internet tools, and Microsoft Office.
Regional Banking sales and product knowledge.
Consultative selling and profiling experience.
Proven ability to work well in a team environment.

Responsibilities

Assist bankers in managing portfolios of customers with $2 million to $50 million in annual sales.
Coordinate due diligence and document gathering needed to document and close new and renewal loans.
Ensure renewals are completed on time.
Manage the pipeline.
Ensure required customer financial statements are collected on time.
Build and maintain long-term customer relationships to ensure quality control and a “Simply the Best” customer experience.
Provide client service and client management using a relationship plan/model.
Coordinate with bankers and partners to prepare Relationship Plans for each customer.
Manage NSF/OD items and coordinate their resolution with bankers and customers.
Handle post-loan requests, including advances, payments, payoffs, and research.
Research and resolve service and operational issues related to deposit and credit accounts.
Assist customers with onboarding and maintaining online banking platforms.
Ensure a Regional Banking incident is submitted to the Incident team 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, and adhere to policy and procedure acknowledgements.
Participate in identifying issues of concern and keep department management informed as needed.
Assist with onboarding and training new SSC colleagues.
Perform other duties as assigned.