Business Relationship Advisor

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