Commercial Relationship Manager

Kohler Credit Union • Kohler, WI

2d

About The Position

Create Connections. Deliver Value. Strengthen Communities.
At Kohler Credit Union, Here for life represents more than a phrase - it reflects our commitment to our members, businesses, and communities. We strive to be a trusted partner through every financial milestone, helping local organizations succeed while contributing to stronger, more vibrant communities. We're looking for a Commercial Relationship Manager who thrives on building meaningful partnerships, providing strategic financial guidance, and making a positive, lasting difference.
Why Choose Kohler Credit Union
At KCU, we believe success comes from supporting our employees both inside and outside of work. Along with a competitive salary, you'll receive a robust benefits package including medical, dental, and vision insurance, a 401(k) with employer contributions, generous paid time off, and tuition reimbursement opportunities.
You'll join a collaborative and mission-focused team that values teamwork, professional growth, and community impact. Here, your contributions matter - to your coworkers, to our members, and to the communities we proudly serve.
Position Overview
As a Commercial Relationship Manager, you will serve as a key partner to business members by understanding their goals and delivering customized financial strategies that help them operate efficiently and grow confidently. This role plays an important part in advancing our mission while strengthening long-term member relationships.

Requirements

• Bachelor's degree in Business, Finance, or related field, or equivalent professional experience
• Minimum of six years' experience in business banking, commercial services, or treasury management
• Strong understanding of business deposits, cash management tools, and payment solutions
• Demonstrated success building trusted, long-term client relationships
• Excellent communication, analytical, and relationship-management skills
• Proficiency in Microsoft Office and financial systems

Nice To Haves

• credit union platform experience preferred

Responsibilities

• Develop and maintain strong relationships with existing and prospective business members
• Provide expertise in cash flow management, treasury services, and merchant solutions
• Identify business needs and recommend tailored financial products and services
• Collaborate with internal teams to deliver comprehensive solutions including digital banking, treasury management, fraud prevention, and merchant services
• Represent Kohler Credit Union at community and business events to expand partnerships and visibility
• Guide new business members through onboarding to ensure a seamless experience
• Review account activity, uncover growth opportunities, and proactively support member success
• Maintain accurate records while adhering to regulatory and compliance standards
• Remain knowledgeable about industry trends, financial products, and emerging best practices

Benefits

• competitive salary
• medical insurance
• dental insurance
• vision insurance
• 401(k) with employer contributions
• generous paid time off
• tuition reimbursement opportunities

What This Job Offers

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