- Collaborates with internal partners to develop new business and retain existing customer relationships, focusing on companies with revenues over $15 million.
- Works with RMs and TMOs to secure deposits and cross-sell bank products.
- Prepares necessary documentation and correspondence.
- Expands knowledge of equipment finance and commercial banking products.
- Ensures compliance with credit policies and regulatory guidelines.
- Identifies cross-sell opportunities and makes referrals.
- Executes a call program to build customer relationships and prospect lists.
- Maintains a pipeline of relationships and prospects.
- Mentors teammates in various tasks.
- Ensures all work complies with relevant policies and regulations.

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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