What are the responsibilities and job description for the Regional Director position at Insight Global?
The Regional Director of Equipment Finance will spearhead efforts to cultivate new business and sustain existing customer relationships, targeting companies with revenues over $15 million. This hybrid position offers the flexibility of remote work with optional office locations. The role demands a seasoned professional with extensive experience in equipment finance sales and proficiency in industry-specific tools.
Day-to-Day Responsibilities:
- Collaborate with internal partners to develop new business and retain existing customer relationships, focusing on companies with revenues over $15 million.
- Work with Relationship Managers (RMs) and Treasury Management Officers (TMOs) to secure deposits and cross-sell bank products.
- Prepare necessary documentation and correspondence.
- Expand knowledge of equipment finance and commercial banking products.
- Ensure compliance with credit policies and regulatory guidelines.
- Identify cross-sell opportunities and make referrals.
- Execute a call program to build customer relationships and prospect lists.
- Maintain a pipeline of relationships and prospects.
- Mentor teammates in various tasks.
- Ensure all work complies with relevant policies and regulations.
Must Haves:
- Bachelor's degree (MBA preferred) in finance, banking, or related fields
- 7-10 years of equipment finance sales experience (direct origination)
- Knowledge of equipment finance lending & leasing products
- Experience with SuperTrump (pricing model), Tvalue, Infoanalysis, and Customer Relationship Management System
- Proficiency in Microsoft Office Suite (Excel)
Plusses:
- Proven track record as a producer at an equipment finance company
Salary : $130,000 - $200,000
