Community Banking 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

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.