Commercial Relationship Manager

Kohler Credit Union • Sheboygan, WI

27d

About The Position

In this role, you'll act as a trusted advisor to our business members, providing tailored financial solutions that support both day-to-day operations and long-term growth-all while living out our mission, vision, and values.

Requirements

• Bachelor's degree in Business, Finance, or a related field (or equivalent experience).
• 6+ years of experience in business banking, treasury management, or business services.
• Strong knowledge of business deposit products, cash management, and payment solutions.
• Proven ability to build and maintain long-term relationships.
• Excellent communication, problem-solving, and interpersonal skills.
• Proficiency with Microsoft Office and financial systems; credit union system experience is a plus.

Responsibilities

• Build, manage, and grow relationships with business members and prospective members
• Serve as a trusted expert in cash flow analysis, treasury management, and merchant services
• Recommend customized financial solutions that align with each member's unique business needs
• Partner with internal teams to deliver comprehensive solutions including treasury management, digital banking, merchant services, and fraud mitigation
• Represent Kohler Credit Union in the community to strengthen brand awareness and promote business services
• Oversee onboarding of new business relationships to ensure a smooth and positive experience
• Monitor account activity, identify growth opportunities, and provide proactive member support
• Maintain accurate documentation and ensure compliance with regulatory requirements
• Stay current on product offerings, industry trends, and best practices

Benefits

• medical, dental, and vision coverage
• a 401(k) with employer contributions
• generous paid time off
• tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level