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Insight Global Senior Business Banking Officer in Stockton, California

Job Description

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 BSA regulations

o SAFE Act

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. 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 HR@insightglobal.com .

   

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Skills and Requirements

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) null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

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