Small Business Relationship Banker I - Mequon, WI area
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
- Serve as the primary Small Business Banking partner for assigned branches and relationships.
- Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million.
- Act as a dedicated resource for branch teams, addressing complex small business client needs and opportunities.
- Build and deepen client relationships through proactive outreach, structured discovery, consultative selling, and disciplined follow-through.
- Translate financial information, cash-flow dynamics, client goals, operating cycle considerations, and risk indicators into practical guidance and solution recommendations.
- Engage in outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
- Identify stated and unstated client priorities, align products and services to growth, efficiency, and risk objectives, and articulate value, trade-offs, and next steps.
- Offer solutions including 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.
- Develop internal and external relationships, collaborating with branch partners, centers of influence, clients, and other business line partners.
- Maintain relationship ownership and coordination through handoff, decision, follow-up, activation, usage, and demonstrated client value.
- Share referral outcomes, successful sales and service practices, and insights on newly established small business relationships with assigned branches.
- Balance 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
