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 whose customer portfolios include businesses with $2 million to $50 million in annual sales. The role onboards new customers and manages ongoing relationships to support quality control and a strong customer experience. It places significant emphasis on cross-selling, identifying business opportunities within the portfolio, and coordinating those opportunities for the banking team. The coordinator also provides client service and relationship management using a relationship plan or model.

The role coordinates loan documentation and renewals, tracks pipelines and financial statements, handles customer account and service requests, and works with bankers and partner teams to connect customers with appropriate products and services. It also involves risk awareness, policy adherence, issue escalation, and helping onboard and train new colleagues. The listed workplace type is office; specific work arrangements are provided by the hiring team.

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; motivation, focus, and goal orientation.
• Strong verbal and written communication skills and a professional demeanor.
• Exceptional organizational skills, 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 PCs, internet tools, and Microsoft Office.
• Strong organizational skills and ability to multitask.

Nice To Haves

• Regional Banking sales and product knowledge.
• Consultative selling and profiling experience.
• Proven track record of working 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 loan closing.
• Ensure renewals are completed on time and manage pipeline activity.
• Ensure required customer financial statements are collected on time.
• Build and maintain long-term customer relationships and support a quality customer experience.
• Manage client service and relationships 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 related to deposit and credit accounts.
• Assist customers with onboarding and maintenance of online banking platforms.
• Submit Regional Banking incidents 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level