Commercial & Ag Banking Relationship Manager

Wisconsin Bankers Association Inc; Town of Milton (WI); On-site; USD 70,000 - 120,000; Full time

Job summary

Wisconsin Bankers Association Inc is seeking a Business & Ag Banker to develop, manage, and expand relationships with small to mid-sized business clients. You will serve as trusted advisor, understanding financial needs, supporting growth, and achieving the bank’s sales and profitability objectives.

Responsibilities include relationship management, business development, lending and credit analysis, treasury and deposit services, and risk management.

Qualifications

• 3–10 years of banking, business banking, ag banking, commercial lending, or financial services experience preferred.
• Proven success in business development and relationship management.
• Experience analyzing financial statements and creditworthiness.

Responsibilities

• Develop and maintain strong relationships with business clients and prospects.
• Serve as the primary point of contact for commercial, small business, and ag banking customers.
• Conduct regular customer meetings to understand financial goals, challenges, and opportunities.
• Deliver exceptional customer service and proactive financial guidance.
• Generate new business through referrals, networking, community involvement, and prospecting activities.

Skills

Relationship management

Sales & business development

Credit analysis

Financial statements analysis

CRM proficiency

Communication skills

Multitasking

Education

Bachelor’s degree in Finance/Business

Tools

CRM systems

Microsoft Excel

Banking platforms

Job description

Wisconsin Bankers Association Inc is seeking a Business & Ag Banker to develop, manage, and expand relationships with small to mid-sized business clients. You will serve as trusted advisor, understanding financial needs, supporting growth, and achieving the bank’s sales and profitability objectives.

Responsibilities include relationship management, business development, lending and credit analysis, treasury and deposit services, and risk management.