Business Banking Representative

SustainableHR; Town of Middleton (WI); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Competitive Salary

Comprehensive Benefits

Retirement Planning

Incentive Opportunities

Work-Life Balance

Job summary

SustainableHR seeks a detail-oriented Business Banking Representative to join our Middleton, Wisconsin team. This full-time role supports commercial lending, loan processing, and daily servicing for business clients, while building lasting relationships and ensuring compliance with internal policies.

You will work with business bankers to process applications, manage portfolios, and handle account opening and documentation.

Qualifications

• 3-5 years of banking experience or similar related experience preferred.
• Experience with commercial lending, loan processing, or business banking preferred.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong customer service skills with the ability to build and maintain professional relationships.
• Understanding of banking regulations, compliance requirements, and loan documentation.
• Ability to work independently and collaboratively with business banking teams.

Responsibilities

• Initiate and process commercial loan applications while ensuring compliance with internal policies and regulatory requirements.
• Assist with commercial loan portfolio management, including loan advances, paydowns, payment issues, wire transfers, and other servicing requests.
• Serve as a primary point of contact for business banking clients, providing timely assistance and resolving account-related questions.
• Meet with business customers to open accounts, close loans, complete customer profiles, resolve documentation exceptions, and gather required information.
• Support assigned business bankers in meeting deadlines, maintaining accurate documentation, and delivering high-quality service.
• Maintain strong relationships with business customers by providing professional, responsive, and knowledgeable support.

Skills

Banking experience

Commercial lending

Customer service

Communication skills

Regulatory compliance

Multitasking

Team collaboration

Attention to detail

Job description

Business Banking Representative

Location: Middleton, WI
Schedule: Full-Time
Compensation: 25-31/hr

Position Overview

We are seeking a detail-oriented and customer-focused Business Banking Representative to join a growing community banking team in Middleton, Wisconsin.

The ideal candidate will have experience in banking, commercial loan processing, and customer service. This individual will support business bankers with loan applications, portfolio management, and daily servicing needs while building positive relationships with business clients.

Key Responsibilities

• Initiate and process commercial loan applications while ensuring compliance with internal policies and regulatory requirements.

• Assist with commercial loan portfolio management, including loan advances, paydowns, payment issues, wire transfers, and other servicing requests.

• Serve as a primary point of contact for business banking clients, providing timely assistance and resolving account-related questions.

• Meet with business customers to open accounts, close loans, complete customer profiles, resolve documentation exceptions, and gather required information.

• Support assigned business bankers in meeting deadlines, maintaining accurate documentation, and delivering high-quality service.

• Maintain strong relationships with business customers by providing professional, responsive, and knowledgeable support.

Qualifications

• 3-5 years of banking experience or similar related experience preferred.

• Experience with commercial lending, loan processing, or business banking preferred.

• Strong organizational skills and attention to detail.

• Excellent written and verbal communication skills.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Strong customer service skills with the ability to build and maintain professional relationships.

• Understanding of banking regulations, compliance requirements, and loan documentation.

• Ability to work independently and collaboratively with business banking teams.

Benefits & Perks

• Competitive Salary: Compensation based on experience and qualifications.

• Comprehensive Benefits: Health, dental, vision, life insurance, and health savings account options.

• Retirement Planning: 401(k) and profit-sharing opportunities.

• Incentive Opportunities: Annual incentive compensation program available to benefits-eligible employees.

• Work-Life Balance: Paid vacation and holidays.