Regional Banking Sales and Service Coordinator I- Macon, GA

Huntington National Bank•Macon, GA

15d•Onsite

About The Position

The Regional Banking Sales and Service Coordinator supports a group of Bankers managing portfolios of customers with $2 million to $50 million in annual sales. The role handles onboarding new customers and managing ongoing relationships, with an emphasis on quality control, delivering a “Simply the Best” customer experience, and identifying and coordinating cross-sell opportunities. The coordinator continually reviews customer portfolios for additional business opportunities and provides client service and management using 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.
At least 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, including 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.
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 to document and close new and renewal loans.
Ensure renewals are completed on a timely basis.
Manage the loan pipeline.
Ensure required customer financial statements are collected on time.
Build and maintain long-term customer relationships and support quality control and a “Simply the Best” customer experience.
Manage client service and relationships using a relationship plan/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 maintaining online banking platforms.
Ensure suspected fraudulent transactions are submitted to the Incident team as a Regional Banking incident.
Connect customers with appropriate teams for recommended bank products.
Maintain current knowledge of products, systems, policies, and procedures.
Identify, assess, and manage risk, and comply with 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.