Business Relationship Advisor
The Equitable Bank is looking for Business Relationship Advisor in Milwaukee, WI.
This local job opportunity with ID 3872277966 is live since 2026-10-06 14:41:50.
Job Description
Job Description
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