Regional Banking Sales & Service Coordinator I
Huntington-Bank
DescriptionSummary:The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model.Duties and Responsibilities:Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales.Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed.Ensure renewals are completed on a timely basis.Pipeline ManagementEnsure required financial statements are collected from customers on a timely basis.Building and maintaining long-term customer relationships to ensure quality control and a Simply the Best customer experience.Client service and client management utilizing a relationship plan/model .Coordinate with bankers and partners to prepare Relationship Plans for each customer.Manage NSF/OD items and coordinating resolution with bankers and customers.Handle post-loan requests such as advances, payments, payoff, 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.Ensure a Regional Banking incident is submitted to the Incident team for suspected fraudulent transactions.Connecting customers to the appropriate teams for recommended bank products.Maintain up-to-date knowledge of products, systems, policies, and procedures.Responsible for focus and awareness of identifying, assessing, and managing risk and adhering to policy and procedure acknowledgements.Participate in identifying issues of concern and keeping department management informed as needed.Assist in the onboarding and training of new SSC colleagues.Perform other duties as assigned.Basic Qualifications:Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environmentMinimum of 2 years of sales experience in a financial services or credit environmentPreferred Qualifications:Excellent in customer service, highly motivated, focused, and goal orientedStrong verbal and written communication skills with professional demeanor.Exceptional organizational skills with attention to detail, planning and follow-upAbility to build and maintain strong internal and external customer relationshipsCapable of multitasking and working independently under pressure with minimal supervisionProficient in PC usage, internet tools, and Microsoft OfficeRegional Banking sales and product knowledgeConsultative selling and profiling experienceProven track record of working well in a team environmentStrong organizational skills with attention to detailAbility to multi-taskExempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)NoWorkplace Type:OfficeOur Approach to Office Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.Huntington is an Equal Opportunity Employer.Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. #J-18808-Ljbffr Huntington-Bank
$132.5k - $338.3k
...at: Role Overview:We are seeking a highly skilled and strategic leader with deep expertise in Sales and Commerce Transformation within Financial Services Industries (Banking, Capital Market and Insurance). This person will have expertise to both Shape, Sell and Deliver...SuggestedFull timeWork experience placementLive inWork at officeLocal area- ...sized enterprises. We’ve built an all-in-one operating system—with banking at its core—that helps SMEs and their teams manage, optimize,... ...first local hire—laying the foundation for our success in the region. You’ll build scalable, efficient processes while also managing...SuggestedFull timeWork at officeLocal areaRemote workVisa sponsorship3 days per week
- IPsoft Inc. is seeking a Business Operations professional to support the sales team across the South Region. This role is pivotal for governance and ensuring KPIs are met to enhance client account growth. Responsibilities include executing lead generation strategies and...Suggested
- Texas Health and Human Services seeks a Regional Business Services leadership professional to coordinate regional administrative support and facility operations. The role ensures leasing, space planning, asset management, and safety compliance across multiple offices, while...SuggestedContract workFor contractors
- ...are changing the way community banks and credit unions do business,... ...will: Own the full sales cycle from prospecting through... ...Represent Bankjoy at national and regional conferences, industry events,... ...digital banking, or financial services technology ~ Proven track...SuggestedContract workRemote work
- ...information, such as credit card or bank account number. Our recruiters... ..., packaging, and clearance services. Location USA – Virtual... ...critical support to the Regional and Local Customer, Data Center... ...supporting local, regional, and global sales initiatives. Generate and...Full timeWork at officeLocal area
- ...information, such as credit card or bank account number. Our recruiters... ...critical support to the Regional and Local Customer, Data Center... ...local, regional and global sales initiatives by partnering with... ...work every day to offer solid services and meet our customers’ needs...Full timeWork at officeLocal area
$24.03 - $28.84 per hour
...Mortgage Sales Coordinator Hot Job Fully Remote TX - Parmer HQ - Austin, TX 72727 Overview... ...proud to say that we're the only full-service financial institution that doesn't have... ...What We Offer To build a better bank, you must build a better team. That's why...Hourly payFull timePart timeWork at officeImmediate startRemote work- ...next level support to help deliver top-quality experience and service? If so, the FIA Commercial Lines Account Representative could be... ...part of Frost’s over 150-year legacy of providing unparalleled banking services.Who you are:As a Commercial Lines Account Representative...Full timeWork at office
- Overview Q2 is a leading provider of digital banking and lending solutions to banks, credit... ...the monthly Fraud Business Review, coordinating inputs across Product, Engineering, Finance... ...in fraud, risk platforms, financial services, or trust & safety is a plus. Fluent written...Visa sponsorshipFlexible hours
- ...part of Frost’s over 150-year legacy of providing unparalleled banking services.Who you are:As a Wealth Advisors Operations Specialist I,... ...communicationCollaborate with others across the organization to coordinate account-related activities and fulfill client needsCreate...Full timeWork at office
- ...Austin, TX 78759 Overview Position Type Full Time Category Banking Description Account Resolution Specialist This... ...extraordinary people with a passion for providing outstanding service and financial solutions to our members. If you enjoy working in...Full timeWork at officeLocal areaRemote workMonday to FridayFlexible hoursAfternoon shift
$51.08k - $71.75k
...you: Trane in Austin is hiring for a Service Coordinator to join our team. In this role, you will... ...Hourly Incentive Eligible: No Sales Commission Eligible: No Disclaimer:... ...Additionally, benefits may vary depending on the region, business alignment, union involvement,...Hourly payFor subcontractorLocal areaWork from homeWeekend work- JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their... ...to grow balances and actively solicit referrals while coordinating with specialists. The role requires a high school diploma (college...Weekend workAfternoon shift
- ...customer experience, educating customers on options, and identifying banking opportunities during everyday interactions. Responsibilities include lobby engagement, referrals to staff, and supporting sales through a structured process, with a focus on loyalty and accurate...
- Client Experience Specialist - Financial Services Client Experience Specialist - Financial Services 15 hours ago Be among the first 25... ...What You Bring: 2+ years of experience in financial services, banking, or client operations. Strong communication, active listening,...Full timeWork at officeLocal areaMonday to FridayRotating shift
- ...Austin, TX is seeking a Regular full-time team member to build client relationships and provide expert service both in person and by phone. The role includes sales activities and potential teller duties as needed. You will develop financial solutions through consultative...Full time
- ...Floating Teller/Customer Service Representative Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits... ...Floating Teller/Customer Service Representative with PlainsCapital Bank processes a variety of financial transactions including cashing...Full timeWork at officeLocal areaMonday to FridayNight shift
- Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...globally, FX, and commercial card services by complementing technology with a personalized... ...include participating as the product sales or industry expert in client calls, identifying...Full timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
- Prosperity Bank is seeking a Branch Manager to direct operating activities and supervise... ...policy adherence, promote customer service excellence, and manage cash controls while... ...processes, cross-selling services, and coordinating with accounting, loan processing, and credit...
- ...role is a great way to express interest in Regional Director positions at Dimensional. You... ...Fund Advisors is looking for accomplished sales professionals across all our US offices.... ...well as organizing the efforts of client service team members to effectively address the needs...Full timeRemote work
- ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to... ...teammates’ success and the goals of the bank, while fostering a culture of diversity... ...re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used...
- Job Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them... ...those looking to make a real impact and build a career in financial services. The role is ideal for those with a passion for leading a team,...Full timeFlexible hoursShift workWeekend workDay shift
- ...Required Degree High school Manage Others No Description We’ve been serving Texans for over 70 years, and our mission is bigger than banking. At Greater Texas | Aggieland Credit Union, we believe in building connections that last — with our members, our community, and our...16 hoursRemote workShift workWeekend work
- Make banking a Fifth Third better® We connect great... ...companies with annual gross sales of at least $2MM and... ...based solutions and services to the client.... ...with product partners. Coordinate all client-facing activities... ...tools preferred. Regional /local travel. Working...Work experience placementWork at officeLocal area
- ...Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want... ...difference in the communities where we live and work. The Sales and Service Representative is responsible for processing transactions and...Work at officeImmediate startShift work
- Sunflower Bank, N.A. in Austin, TX is seeking a full-time Business Banking Client Manager. The role focuses on sourcing, securing... ...business banking relationships within the assigned region, while coordinating with credit and product teams to structure, price, and document...Full time
$90k - $135k
...will never request payment or bank account information at any... ...tightly tracked release schedules, coordinating global stakeholders, driving... ...coordinating across multi-region stakeholders, distributed teams... ...Marketing and Technology Services to redefine how brands interact...Contract workWork at office3 days per week- ...Austin Regional Clinic Front Desk Representative Austin Regional Clinic has been voted a top Central Texas employer by our employees for... ...Abilities Knowledge of medical insurance. Excellent customer service skills. Excellent computer, 10-key and keyboarding skills, including...Monday to FridayFlexible hoursShift work
- ...for an Operations Director to lead operations for our Digital Banking Platform organization—a global team of Product and Engineering... ...team effectiveness. Stakeholder Alignment & Cross‑Functional Coordination Align Product, Engineering, Finance, Risk, and Compliance around...Work visaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Regional Banking Sales & Service Coordinator I. Be the first to apply!
- order administrator Austin, TX
- hotel sales coordinator Austin, TX
- sales coordinator Austin, TX
- sales administrator Austin, TX
- order processor Austin, TX
- service lead Austin, TX
- service team leader Austin, TX
- food service coordinator Austin, TX
- member services coordinator Austin, TX
- service coordinator Austin, TX


