Leasing Officer (Title Commensurate with Experience) - WI

Bankers' BankMadison, WI
Hybrid

About The Position

The Leasing Officer is a sales, revenue-generating role responsible for driving portfolio growth through new business development, relationship expansion, and strategic channel management. This individual will serve as a trusted advisor to community bank partners and their clients, delivering tailored equipment financing solutions while maintaining strong credit discipline. Success in this role requires a consultative sales mindset, strong financial acumen, and the ability to independently originate, structure, and close transactions.

Requirements

  • Bachelor's degree in finance, accounting, banking, or related discipline (or equivalent experience)
  • 5+ years of experience in leasing, commercial lending, or financial services sales
  • Demonstrated success in consultative sales and relationship management
  • Working knowledge of commercial credit analysis and underwriting principles
  • Strong communication, presentation, and business development skills
  • Ability to travel regularly to support client and partner relationships
  • Valid driver's license

Nice To Haves

  • Experience working with or selling through community bank channels
  • Understanding of equipment finance products and structures
  • Formal training in sales and/or credit analysis
  • Knowledge of lease accounting and tax treatment considerations

Responsibilities

  • Drive new business production by originating leasing opportunities through community bank partners and their commercial clients
  • Proactively generate pipeline through outbound calling, referrals, and targeted business development efforts
  • Develop and manage strategic relationships with assigned and prospective bank partners
  • Lead customer and partner meetings, presentations, and training sessions to promote leasing capabilities to originate new business
  • Structure and price leasing transactions to meet customer needs withing pricing guidelines
  • Prepare clear, concise credit presentations aligned with underwriting standards to ensure compliance with internal underwriting policies and applicable regulatory requirements
  • Analyze financial statements and creditworthiness to support transaction structuring and approval
  • Assess collateral values and associated risks within equipment leasing structures
  • Collaborate with SVP – Leasing on product strategy, including enhancements, modifications, and new product development
  • Cross-sell Bankers' Bank products and services by maintaining a strong understanding of the full platform
  • Provide marketing and program support to partner banks to improve adoption and execution
  • Represent Bankers' Bank at industry events and trade associations to build brand awareness and generate new opportunities
  • Partner with credit and asset management teams to support portfolio performance and risk mitigation
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