Regional Banking Sales and Service Coordinator I - Concourse - Atlanta

Huntington National Bank•Atlanta, GA

16d•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 support quality control and a “Simply the Best” customer experience. It emphasizes cross-selling, identifying business opportunities across portfolios, and coordinating those opportunities with the team. The coordinator provides client service and management using a relationship plan/model. The position assists with loan due diligence, documentation, closings, renewals, pipeline management, and collection of required financial statements. It also handles deposit and credit account service issues, post-loan requests, online banking onboarding and maintenance, and coordination of suspected-fraud incident submissions. The coordinator works with bankers and partners on customer relationship plans, connects customers with appropriate product teams, maintains knowledge of products and procedures, and supports risk awareness and policy compliance. The role may also assist with onboarding and training new SSC colleagues and perform other assigned duties.

Requirements

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.

Nice To Haves

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.
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.
Strong organizational skills with attention to detail.
Ability to multitask.

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, including documentation and closing.
Ensure loan 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 support 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 current 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 in onboarding and training new SSC colleagues.
Perform other duties as assigned.