Relationship Manager I, Community Banking - Milwaukee, WI
About The Position
The Relationship Manager on our Community Banking team is responsible for the acquisition, retention and expansion of new and existing loans, deposit and treasury relationships. This role will support clients in the Northshore - Whitefish Bay Area. This position provides exceptional customer service by taking ownership of the customer experience. We are a vibrant, team-oriented atmosphere that provides opportunities for individual growth. Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting. We are seeking a critical thinker that’s willing to learn and not afraid of taking on new initiatives.
Requirements
- Bachelor’s Degree in finance, business or accounting or equivalent experience
- 3 years of financial or banking experience
Nice To Haves
- Completion of formal Bank Credit Training program, preferred but not required
- Prior B2B, small business banking, or consultative outside sales experience in financial services is a plus
Responsibilities
- Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation.
- Manage and grow existing customer relationships with businesses that generally have <$2M in revenue.
- Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion.
- Execute exemplary portfolio management
- Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence.
- Take part in bank events during and after hours.
- Responsible for understanding the impact of lending on the bank’s CRA goals.
Benefits
- Medical Insurance
- Dental
- Vision
- Life insurance
- Accidental death and dismemberment
- Short-term and long-term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
- Competitive pay and annual discretionary bonus eligible
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
- Family-friendly work hours
- Promote from within culture
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
