Community Business Banking Partner

The Equitable Bank; Wauwatosa (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Monthly referral bonuses

401(k) with 4% employer match

Paid time off

Bank paid life insurance at four times

Medical, dental, vision insurance

FSA

Personal banking and loan benefits

Job summary

The Equitable Bank in Wisconsin is seeking a Business Relationship Advisor to grow business deposit relationships, expand cash management adoption, and deepen relationships with business owners, their families, and employees. This role rewards a motivated, relationship-driven professional who thrives in a community bank environment.

You will work with internal partners to provide a full spectrum of banking solutions, maintain a local calling program, and help develop business development

Qualifications

• Advanced knowledge of banking products, services and policies; quick to learn.
• Excellent interpersonal, communication, networking and presentation abilities.
• Strong sales, persuasion and relationship-building skills.
• Ability to uncover customer needs and match with financial solutions.

Responsibilities

• Develop new business deposit relationships and expand operating accounts.
• Identify and support cash management opportunities (ACH, wires, remote deposit, etc.).
• Maintain a disciplined business calling program for local businesses and centers of influence.
• Coordinate referrals for lending, investment, personal and employee banking opportunities.

Skills

Banking knowledge

Interpersonal communication

Sales & relationship-building

Networking

MS Office & CRM

Travel readiness

Education

Bachelor's degree in Business/Finance/Marketing/Communications

3–5 years banking/sales/relationship experience

Tools

CRM systems

Microsoft Office

Job description

The Equitable Bank in Wisconsin is seeking a Business Relationship Advisor to grow business deposit relationships, expand cash management adoption, and deepen relationships with business owners, their families, and employees. This role rewards a motivated, relationship-driven professional who thrives in a community bank environment.

You will work with internal partners to provide a full spectrum of banking solutions, maintain a local calling program, and help develop business development