Senior Business Banking Officer
2 weeks ago
Day to Day:
Insight Global is looking for a Senior Business Banking Officer for one of our top credit union clients.
The Senior Business Banking Officer will report to the VP of Member Business Services and will be responsible for managing a portfolio of existing clients and bringing on new relationships to the Credit Union.
Their main focus will be on growth while also meeting all of the needs in the business banking market. 70% of their day will be focused on business development and focused on growing deposits.The business banking side of the house at the Credit Union has 22 employees, and 5 other business bankers that would work alongside them.
Job Responsibilities:
- Build and maintain relationships with clients with annual sales set by the VP of Member Business Services
- Work with members to provide services such as: business depository products, cash management products, business lending and credit cards, etc.
- Make outbound calls to retain and prospect new members
- Grow deposits
- Handle any questions from members and take care of any service issues within your portfolio
- Maintain knowledge of credit union products and services to cross sell business and personal financial products and services
- Comply with regulatory compliance and assigned trainings
o SAFE Act
PAY = K
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:.
Required Skills & Experience
Must Haves:
-7-10 years of outside sales and customer service experience within the financial services industry
- Experience with commercial, industrial, and real estate lending (operating lines of credit)
- Portfolio of 25 50 clients with a diverse client base to bring over
they will not be given a portfolio - Strong interpersonal, verbal, and written communication skills (someone with a hunter mentality)
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.
Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
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