Vacancy Description
Description
This position is in-office.
Summary:
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.
This position is in-office.
Summary:
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.
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