Business Relationship Advisor

The Equitable Bank; Milwaukee (WI); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Monthly referral bonuses

401(k) match

Paid time off

Life insurance

Medical insurance

Vision insurance

FSAs

Personal banking benefits

Job summary

The Equitable Bank in Milwaukee is seeking a Business Relationship Advisor who thrives in a hands-on, market-facing environment. You will grow business deposit relationships, expand cash management adoption, and deepen ties with business owners, their families, and employees.

If you combine strong communication and sales skills with initiative and a genuine interest in helping businesses succeed, this role offers meaningful impact while building lasting relationships across Metro Milwaukee.

Qualifications

• Advanced knowledge of banking products, services and policies or ability to learn quickly.
• Excellent interpersonal, communication, networking and presentation abilities.
• Strong sales, persuasion and relationship-building skills.

Responsibilities

• Develop new business deposit relationships and expand existing business operating accounts.
• Identify and support cash management opportunities, including ACH, wires, remote deposit capture, positive pay, online banking, merchant services referrals, and related cash management solutions.
• Maintain a disciplined business calling program focused on local businesses, professionals, contractors, real estate investors, property managers, and centers of influence.
• Coordinate qualified referrals for commercial lending, mortgage lending, HELOC, investment center, personal banking, and employee banking opportunities.
• Conduct relationship reviews that consider deposit, cash management, credit needs, owner and employee personal banking needs, and overall relationship depth.
• Work closely with internal partners to provide customers with a full array of business and personal banking solutions.
• Track calling activity, deposit opportunities, cash management opportunities, referrals, account openings, and follow-up activity.
• Represent and promote the Bank at community events, networking functions, business organizations, and other business development activities that enhance the Bank’s visibility and reputation.
• Help develop and implement business development strategies and initiatives consistent with the bank’s goals.
• Ensure all activities are conducted in compliance with applicable banking laws, regulations, and bank policies.

Skills

Interpersonal skills

Communication

Networking

Presentation skills

Sales skills

Relationship-building

Time management

Microsoft Office

CRM systems

Self-motivation

Team collaboration

Education

Bachelor’s degree in Business, Finance, Marketing, Communications, or related field

3–5 years banking or business development experience

Tools

CRM systems

Microsoft Office

Job description

Description

Since our founding in 1927, our employees have been the main reason for The Equitable Bank’s success. We are a local bank with strong ties to the communities where our branches are located. Our culture is inclusive, and our work environment is collaborative, friendly, and growth oriented. We pride ourselves on offering our customers personalized service and financial guidance to help navigate ever-changing life events.

Description

Since our founding in 1927, our employees have been the main reason for The Equitable Bank’s success. We are a local bank with strong ties to the communities where our branches are located. Our culture is inclusive, and our work environment is collaborative, friendly, and growth oriented. We pride ourselves on offering our customers personalized service and financial guidance to help navigate ever-changing life events. Join a community bank where your ability to build relationships and understand business needs can have real visibility and impact. In this role, you’ll be more than a traditional banker—you’ll be a trusted partner to local business owners helping them identify solutions for their banking needs. This is an opportunity for a motivated, relationship-driven professional who enjoys being in the community, developing new business, and connecting customers with the right financial resources.

Position Overview

We are seeking a Business Relationship Advisor who thrives in a hands-on, market-facing environment. You will play a key role in growing business deposit relationships, expanding cash management adoption, and deepening relationships with business owners, their families, and employees. If you are someone who combines strong communication and sales skills with curiosity, initiative, and a genuine interest in helping businesses succeed, this role offers an opportunity to make a meaningful impact while building lasting relationships throughout Metro Milwaukee.

Essential Duties And Responsibilities

• Develop new business deposit relationships and expand existing business operating accounts.
• Identify and support cash management opportunities, including ACH, wires, remote deposit capture, positive pay, online banking, merchant services referrals, and related cash management solutions.
• Maintain a disciplined business calling program focused on local businesses, professionals, contractors, real estate investors, property managers, and centers of influence.
• Coordinate qualified referrals for commercial lending, mortgage lending, HELOC, investment center, personal banking, and employee banking opportunities.
• Conduct relationship reviews that consider deposit, cash management, credit needs, owner and employee personal banking needs, and overall relationship depth.
• Work closely with internal partners to provide customers with a full array of business and personal banking solutions.
• Track calling activity, deposit opportunities, cash management opportunities, referrals, account openings, and follow-up activity.
• Represent and promote the Bank at community events, networking functions, business organizations, and other business development activities that enhance the Bank’s visibility and reputation.
• Help develop and implement business development strategies and initiatives consistent with the bank’s goals.
• Ensure all activities are conducted in compliance with applicable banking laws, regulations, and bank policies.

Benefits

• Monthly referral bonuses
• 401(k) with 4% dollar-for-dollar employer match
• Paid time off
• Bank paid life insurance at four times your annual salary
• Medical, dental, vision insurance
• Flexible spending and childcare accounts (FSA)
• Personal banking and loan benefits

Requirements

• Advanced knowledge of banking products, services and policies or the ability to learn them quickly.
• Excellent interpersonal, communication, networking and presentation abilities.
• Strong sales, persuasion and relationship-building skills.
• Ability to uncover customer needs, identify opportunities and connect those needs with appropriate financial solutions.
• Self-motivated and comfortable working independently while collaborating with a team.
• Strong organizational and time-management skills.
• Professional presence and ability to represent the bank positively in the community.
• Proficiency with Microsoft Office and customer relationship management systems.
• A valid driver's license, reliable personal transportation and the ability to travel throughout the Metro Milwaukee area. Mileage reimbursement is included.

Education Requirements

• Bachelor’s degree in Business, Finance, Marketing, Communications, or a related field preferred but not required; equivalent banking or business development experience will be considered.
• 3–5 years of banking, financial services, sales, business development, or relationship management experience preferred.

The Equitable Bank is an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital or parental status, military service or status as a covered veteran in accordance with applicable federal, state and local laws. The Bank will also not discriminate based on arrest or conviction record unless considered to be a bona fide occupational qualification.