Regional Banking Sales and Service Coordinator II
On-site · United StatesNo visa sponsorship
Core
Onboard new Regional Banking customers and manage ongoing relationships to ensure quality control and a 'Simply the Best' customer experience for bankers managing portfolios of $2M–$50M in annual sales.
Role type
Regional Banking Sales and Service Coordinator
Builds
Long-term customer relationships and coordinated sales efforts for the banking team
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Portfolio management, due diligence coordination, financial statement collection, relationship planning, NSF/OD resolution, post-loan request handling, online banking onboarding, fraud incident reporting, risk assessment, policy adherence
Preferred skills
Consultative selling, profiling, multitasking, independent work under pressure, Microsoft Office proficiency