Regional Banking Sales and Service Coordinator I- Macon, GA

Huntington National Bank•Macon, GA

16d•Onsite

About The Position

The Regional Banking Sales and Service Coordinator supports a group of Bankers with customer portfolios representing businesses with $2 million to $50 million in annual sales. The role handles onboarding for new Regional Banking customers and manages ongoing relationships to support quality control and a “Simply the Best” customer experience. A significant emphasis is placed on cross-selling, identifying business opportunities across the portfolio, and coordinating those opportunities for the team. The coordinator provides client service and management using a relationship plan/model. The position also supports loan documentation, renewals, pipeline management, collection of financial statements, deposit and credit account servicing, online banking onboarding and maintenance, and coordination with bankers and other teams. The role requires attention to risk, policies, and procedures, as well as participation in onboarding and training new SSC colleagues.

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, 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.
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 required to document and close new and renewal loans.
Ensure renewals are completed on a timely basis.
Manage the pipeline.
Ensure required financial statements are collected from customers 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 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.