Business Relationship Advisor

Join a community bank where your ability to build relationships and understand business needs can have real visibility and impact. In this role, you’ll be more than a traditional banker—you’ll be a trusted partner to local business owners, helping them identify solutions for their banking needs.

We’re looking for a motivated, relationship-driven professional who enjoys being in the community, developing new business and connecting customers with the right financial resources.

Essential Duties and Responsibilities

• Develop new business deposit relationships and expand existing business operating accounts.


• Identify and support cash management opportunities, including ACH, wires, remote deposit capture, positive pay, online banking, merchant services referrals and related cash management solutions.


• Maintain a disciplined business calling program focused on local businesses, professionals, contractors, real estate investors, property managers and centers of influence.


• Coordinate qualified referrals for commercial lending, mortgage lending, HELOC, investment center, personal banking and employee banking opportunities.


• Conduct relationship reviews that consider deposit, cash management, credit needs, owner and employee personal banking needs and overall relationship depth.


• Work closely with internal partners to provide customers with a full array of business and personal banking solutions.


• Track calling activity, deposit opportunities, cash management opportunities, referrals, account openings and follow-up activity.


• Represent and promote the Bank at community events, networking functions, business organizations and other business development activities.


• Help develop and implement business development strategies consistent with the Bank’s goals.


• Ensure all activities comply with applicable banking laws, regulations and Bank policies.

Qualifications

• Advanced knowledge of banking products, services and policies, or the ability to learn them quickly.


• Excellent interpersonal, communication, networking and presentation skills.


• Strong sales, persuasion and relationship-building skills.


• Ability to uncover customer needs, identify opportunities and connect those needs with appropriate financial solutions.


• Self-motivated and comfortable working independently while collaborating with a team.


• Strong organizational and time-management skills.


• Professional presence and ability to represent the Bank positively in the community.


• Proficiency with Microsoft Office and customer relationship management systems.


• Valid driver’s license, reliable personal transportation and ability to travel throughout the Metro Milwaukee area. Mileage reimbursement is included.

Education & Experience

• Bachelor’s degree in Business, Finance, Marketing, Communications or a related field preferred but not required; equivalent banking or business development experience will be considered.


• 3–5 years of banking, financial services, sales, business development or relationship management experience preferred.

Benefits

• Monthly referral bonuses


• 401(k) with 4% dollar-for-dollar employer match


• Paid time off


• Bank-paid life insurance at four times your annual salary


• Medical, dental and vision insurance


• Flexible spending and childcare accounts (FSA)


• Personal banking and loan benefits