Vice President - Private Banking

First Business BankMadison, WI
Onsite

About The Position

We’re seeking a high-performing Vice President - Private Banking to build, manage, and expand relationships with high-net-worth clients. This role blends relationship management, business development, and credit expertise to deliver tailored banking solutions and an exceptional client experience. As a trusted advisor, you will partner closely with clients and their external advisors 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
  • 7+ years of financial services experience
  • Strong understanding of deposit products, lending solutions, and basic investment/wealth concepts
  • Strong credit analysis and financial statement interpretation skills
  • 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 adapt to new and changing technology.
  • Position requires independent thinking and professional judgment.
  • 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 needs
  • Build deep, consultative relationships with clients, families, and external advisors (CPAs, attorneys, investment advisors)
  • Manage a portfolio of banking clients, delivering customized solutions across deposits, lending, treasury, and wealth in partnership with internal teams
  • Drive client satisfaction, retention, and long-term relationship profitability
  • Source new client relationships through referrals, centers of influence, and strategic networking
  • Identify opportunities to deepen existing relationships through cross-sell and expanded services
  • Achieve or exceed goals for revenue, balance growth, and asset/deposit targets
  • Develop strategic relationship plans and connect clients to wealth and advisory partners
  • 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
  • Proactively identify and address emerging risks with Credit Risk and Portfolio Management partners
  • 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
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service