Regional Banking Sales and Service Coordinator II

Job description

Description 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. - Ensure renewals are completed on a timely basis. - Pipeline Management - Ensure 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...