Sales and Service Coordinator I
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 2+ yearsEducation: bachelorsSkills: ["Customer service","Communication","Organizational skills","Relationship building","Multitasking"]Coordinate onboarding and renewals for Regional Banking customers, supporting bankers managing portfolios with $2M–$50M in annual sales. Gather due diligence documents, ensure renewals and financial statements are completed on time, and manage client service using a relationship plan/model. Resolve service and operational issues across deposit and credit accounts, handle post-loan requests, and connect customers to teams for recommended products while maintaining risk and policy compliance.
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