Vice President - Business Services (Commercial Banking)

Milwaukee Succeeds; Oak Creek (WI); On-site; USD 100,000 - 150,000; Full time

Job summary

Summit Credit Union in Wisconsin is seeking a Vice President of Business Services (Commercial Banking) to lead relationship management for small to medium-sized businesses. You will deliver customized solutions such as loans, lines of credit, and treasury management, while ensuring member satisfaction and long-term growth.

The role requires strong communication and financial acumen, with collaboration across departments and ongoing awareness of regulations and market trends to guide members

Qualifications

• Bachelor’s degree required in business/finance related field.
• Five+ years of financial institution experience; 3+ years in business lending and relationship management.
• Strong interpersonal and communication skills essential for member interactions.
• Expert knowledge of business lending, deposits, treasury management products and strategies.
• Proven business development and leadership abilities.
• Knowledge of lending regulations and compliance.

Responsibilities

• Develop new member relationships through organized prospecting efforts.
• Deliver customized solutions (loans, lines of credit, treasury management).
• Ensure member satisfaction and long-term relationship growth.
• Collaborate with Credit and Operations teams and stay informed on market trends.

Skills

Business lending

Relationship management

Interpersonal skills

Financial analysis

Regulatory knowledge

Negotiation

Communication

Microsoft Excel

Education

Bachelor's Degree in Business Administration, Accounting, Finance

Tools

Microsoft Word

Outlook

Job description

Vice President - Business Services (Commercial Banking)

We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care.

As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role.

Expected Outcomes

• New Member relationships are developed through organized prospecting efforts.
• Members receive outstanding accurate and timely service.
• Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
• Business Services is well represented at community events and local non-profits.
• Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality.
• Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.

Capability Requirements

• Bachelors Degree in Business Administration, Accounting, Finance or a related field.
• Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education.
• Professional well developed interpersonal skills; essential for interacting with credit union staff and members.
• Expert knowledge of business lending, deposit acquisition and treasury management products and strategies.
• Proven business development and leadership abilities.
• Expert knowledge of laws and regulations that govern lending and deposit products.
• Demonstrated ability to ask in-depth questions and effectively negotiate.
• In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.).
• Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.

Summit has opportunities for Bankers in the following markets:

• Sheboygan and surrounding counties

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

Description

We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care.

As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role.

Expected Outcomes

• New Member relationships are developed through organized prospecting efforts.
• Members receive outstanding accurate and timely service.
• Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
• Business Services is well represented at community events and local non-profits.
• Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality.
• Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.

Capability Requirements

• Bachelors Degree in Business Administration, Accounting, Finance or a related field.
• Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education.
• Professional well developed interpersonal skills; essential for interacting with credit union staff and members.
• Expert knowledge of business lending, deposit acquisition and treasury management products and strategies.
• Proven business development and leadership abilities.
• Expert knowledge of laws and regulations that govern lending and deposit products.
• Demonstrated ability to ask in-depth questions and effectively negotiate.
• In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.).
• Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.

Summit has opportunities for Bankers in the following markets:

• Sheboygan and surrounding counties
• Milwaukee/Waukesha

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

Summit Credit Union is proud to be an Equal Opportunity and Aff…