Regional Banking Sales and Service Coordinator II
Core
Onboard new Regional Banking customers and manage ongoing relationships to ensure quality control and a 'Simply the Best' customer experience for bankers with portfolios of $2M–$50M in annual sales.
Role type
Regional Banking Sales and Service Coordinator
Builds
Customer relationships and loan documentation for the Regional Banking team
Domain
Banking / Credit / Financial Services
Deliverable
client delivery
Required skills
Loan coordination, due diligence, financial statement collection, NSF/OD management, post-loan request handling, online banking onboarding, fraud incident reporting, risk assessment, relationship planning
Preferred skills
Consultative selling, product knowledge, multitasking, independent work under pressure, team collaboration
Technologies
Microsoft Office, internet tools, online banking platforms
Responsibilities
Coordinate due diligence and document gathering for new and renewal loans; ensure timely renewals; collect financial statements; manage NSF/OD items; handle post-loan requests; assist with online banking onboarding; report suspected fraud; connect customers to appropriate product teams; maintain knowledge of products and policies; identify and manage risk; assist in training new colleagues
Seniority
Mid-level, hands-on IC
