Small Business Relationship Banker I - Mequon, WI area

U.S. Bank • Mequon, WI

8d • $31 - $38 • Onsite

About The Position

Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values while serving as the primary Small Business Banking partner for assigned branches and relationships and providing comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Typically supporting two to three branch locations, the Small Business Relationship Banker acts as a dedicated resource for branch teams, helping to address complex small business client needs and opportunities. The Small Business Relationship Banker builds and deepens client relationships through proactive outreach, structured discovery, consultative selling, and disciplined follow-through. The role translates financial information, cash-flow dynamics, client goals, operating cycle considerations, and risk indicators into practical guidance and solution recommendations. This job requires outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals. The banker identifies stated and unstated client priorities, aligns products and services to growth, efficiency, and risk objectives, and clearly articulates value, trade-offs, and next steps. Solutions may include business deposit products, lending and credit products, treasury management, payment solutions, business credit cards, digital tools, cash-flow tools, and other appropriate small-business solutions. The role actively develops internal and external relationships, collaborates with branch partners, centers of influence, clients, and other business line partners, and maintains relationship ownership and coordination through handoff, decision, follow-up, activation, usage, and demonstrated client value. Through regular engagement with assigned branches, the banker shares referral outcomes, successful sales and service practices, and insights on newly established small business relationships to strengthen partnership effectiveness and client growth opportunities. The banker balances acquisition, deepening, and service while maintaining strong CRM discipline and responsible banking practices.

Requirements

• Bachelor's degree, or equivalent work experience
• Typically three or more years of customer service, consultative sales and/or prospecting experience

Nice To Haves

• Comprehensive knowledge of applicable bank and branch policies, procedures and support systems
• Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations
• Basic knowledge of cash flow management and business credit underwriting
• Effective written and verbal communication skills and can convey business recommendations in an effective manner

Responsibilities

• Serving as the primary Small Business Banking partner for assigned branches and relationships.
• Providing comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million.
• Acting as a dedicated resource for branch teams, helping to address complex small business client needs and opportunities.
• Building and deepening client relationships through proactive outreach, structured discovery, consultative selling, and disciplined follow-through.
• Translating financial information, cash-flow dynamics, client goals, operating cycle considerations, and risk indicators into practical guidance and solution recommendations.
• Engaging in outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
• Identifying stated and unstated client priorities, aligning products and services to growth, efficiency, and risk objectives, and clearly articulating value, trade-offs, and next steps.
• Actively developing internal and external relationships, collaborating with branch partners, centers of influence, clients, and other business line partners.
• Maintaining relationship ownership and coordination through handoff, decision, follow-up, activation, usage, and demonstrated client value.
• Sharing referral outcomes, successful sales and service practices, and insights on newly established small business relationships to strengthen partnership effectiveness and client growth opportunities.
• Balancing acquisition, deepening, and service while maintaining strong CRM discipline and responsible banking practices.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

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