Regional Banking Sales and Service Coordinator- Lampasas, TX

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Customer service","Communication","Organizational skills","Relationship building","Multitasking"]

Onboard new Regional Banking customers and manage ongoing relationships for a portfolio of business customers with $2M–$50M in annual sales. Coordinate due diligence and documentation for new and renewal loans, ensure timely renewals, manage pipelines and NSF/OD items, and resolve service/operational issues. Deliver “Simply the Best” client service using relationship plans, support onboarding of customers to online banking, and identify cross-sell opportunities while adhering to risk and policy requirements.

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Huntington Bancshares
Huntington Bancshares
5 hours ago

Regional Banking Sales and Service Coordinator- Lampasas, TX

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Last checked: 5 hours agoStatus: Live

Job Summary

Onboard new Regional Banking customers and manage ongoing relationships for a portfolio of business customers with $2M–$50M in annual sales. Coordinate due diligence and documentation for new and renewal loans, ensure timely renewals, manage pipelines and NSF/OD items, and resolve service/operational issues. Deliver “Simply the Best” client service using relationship plans, support onboarding of customers to online banking, and identify cross-sell opportunities while adhering to risk and policy requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Assist bankers in managing customer portfolios with $2M–$50M in annual sales.
  • •Coordinate due diligence and document gathering for new and renewal loans to get them documented and closed.
  • •Ensure renewals are completed on a timely basis and manage related pipeline items, including collecting required financial statements.
  • •Build and maintain long-term customer relationships and deliver client service using relationship plan/model; coordinate relationship plans with bankers and partners.
  • •Research and resolve service and operational issues for deposit and credit accounts, manage NSF/OD items, and support onboarding/training for new SSC colleagues.

Key Requirements

  • •Bachelor’s degree or the equivalent of an additional 2 years of sales in a financial services or credit environment.
  • •Minimum 2 years of sales experience in a financial services or credit environment.
  • •Excellent customer service with strong motivation, focus, and goal orientation.
  • •Strong verbal and written communication skills with a professional demeanor.
  • •Proficient in PC usage and Microsoft Office, with regional banking sales and product knowledge.
Experience:2+ yearsFinancial servicesCredit
Education:Bachelor's
Skills:Customer serviceCommunicationOrganizational skillsRelationship buildingMultitasking
Tech Stack:Microsoft OfficeOnline bankingInternet tools

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn