Job Description
This role serves as a trusted financial professional responsible for managing and growing an established book of prior clients while delivering personalized financial guidance. The position focuses on actively engaging members to understand their financial position, goals, assets, and lending needs through thoughtful discovery and ongoing communication. By taking a holistic approach, the role emphasizes consolidating relationships, aggregating assets where appropriate, and expanding overall wallet share across deposits, lending, and wealth management solutions. The objective is to grow retail deposits and retail loans while expanding the institution’s presence across the market. This includes identifying opportunities to support business owners through business lending and other specialized services, while providing sound advice grounded in financial analysis, education, and compliance with all applicable laws and regulations.
In addition, this role is responsible for driving growth while delivering an exceptional member experience. The individual acts as a primary liaison between members and internal partners, follows up consistently across multiple communication channels, and presents clearly and confidently to both members and business partners. Success in this role requires redefining the traditional model by proactively building personal networks and referral sources rather than relying solely on inbound activity. While deep community involvement is not required, the ability to consistently tell our story, communicate our value, and represent the organization with confidence for a meaningful part of each day is essential. All work is guided by a commitment to collaboration, trust, integrity, service, and continuous learning.
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.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• Bachelor's Degree from four-year college or university
• 5+ years' retail banking experience
Exceptional verbal communication and interpersonal skills
Nice to Have Skills & Experience
• FINRA licensed
Advanced Degree (Master's)
Benefit packages for this role will start on the 1st 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.