Private Banker

First Business Bank•Brookfield, WI

5d•Hybrid

About The Position

First Business Bank is a Top Workplaces USA company. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us! We’re seeking a high-performing Private Banker to build, manage, and expand relationships with high-net-worth clients. This role blends relationship management and credit expertise to deliver tailored banking solutions and an exceptional client experience. As a trusted advisor, you will partner closely with clients to provide thoughtful, strategic guidance—while operating within strong risk, regulatory, and compliance frameworks.

Requirements

Bachelor’s Degree in related business/finance field of study
Strong credit analysis and financial statement interpretation skills
Strong understanding of deposit products, lending solutions, and basic investment/wealth concepts
Effective and well-developed interpersonal skills to work with a variety of prospects, clients and other team members.
Effective communication skills, verbal and written, to communicate within the Division and with prospects and clients.
Ability to make decision in a timely manner with appropriate support, justification and follow through.
Ability to organize workflow and prioritize tasks and projects in a flexible environment.
Confident and active networker and relationship builder.

Responsibilities

Serve as the primary point of contact for complex banking and credit need referrals
Manage a portfolio of banking clients, delivering customized solutions across deposits, lending, treasury, and wealth in partnership with internal teams
Build deep, consultative relationships with clients, families, and external advisors (CPAs, attorneys, investment advisors)
Drive client satisfaction, retention, and long-term relationship profitability
Partner closely with Trust, Investment Advisory, Commercial/Treasury, and Operations teams
Coordinate onboarding, servicing, and ongoing relationship management
Act as a trusted internal resource for complex client situations
Structure and guide underwriting for consumer and business-purpose lending, including real estate and securities-based solutions
Present credit opportunities aligned with policy, risk appetite, and regulatory expectations
Monitor portfolio performance, covenant compliance, and credit quality
Identify opportunities to deepen existing relationships through cross-sell and expanded services
Develop strategic relationship plans and connect clients to wealth and advisory partners