Regional Banking Sales and Service Coordinator I - Concourse - Atlanta

Huntington National Bank•Atlanta, GA

14d•Onsite

About The Position

The Regional Banking Sales and Service Coordinator supports a group of bankers who manage portfolios of customers with $2 million to $50 million in annual sales. The role is responsible for onboarding new customers and managing ongoing relationships to support quality control and a “Simply the Best” customer experience. The work emphasizes identifying cross-sell opportunities and coordinating those efforts, while continually reviewing customer portfolios for additional business opportunities. The coordinator provides client service and management using a relationship plan or model. The position also supports loan documentation and renewals, financial-statement collection, pipeline management, deposit and credit account servicing, and online banking onboarding and maintenance. It requires attention to risk, policies, and procedures, and collaboration with bankers, partners, customers, and internal teams. The role is office-based. Specific work arrangements are provided by the hiring team; certain positions outside the branch network may be eligible for flexible in-office and work-from-home arrangements.

Requirements

Bachelor’s degree, or the equivalent of an additional two years of sales experience in a financial services or credit environment.
At least two 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 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 with PC usage, internet tools, and Microsoft Office.
Strong organizational skills and ability to multitask.
Applicants must be currently authorized to work in the United States on a full-time basis; Huntington will not sponsor applicants for immigration benefits.

Nice To Haves

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 for new and renewal loans, and support documentation and closing.
Ensure loan renewals are completed on time and manage the pipeline.
Collect required customer financial statements in a timely manner.
Build and maintain long-term customer relationships and support a quality “Simply the Best” customer experience.
Provide client service and client management using a relationship plan or 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, including advances, payments, payoffs, and research.
Research and resolve service and operational issues involving deposit and credit accounts.
Assist customers with onboarding and maintaining online banking platforms.
Submit a Regional Banking incident to the Incident team for suspected fraudulent transactions.
Connect customers with appropriate teams for recommended bank products.
Maintain current knowledge of products, systems, policies, and procedures.
Identify, assess, and manage risk, and adhere to policy and procedure acknowledgements.
Identify issues of concern and keep department management informed as needed.
Assist with onboarding and training new SSC colleagues.
Perform other duties as assigned.