Small Business Banking Relationship Manager
Associated Bank
full-time
Posted on:
Location Type: Office
Location: Madison • Wisconsin • United States
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Salary
💰 $67,620 - $115,920 per year
About the role
- Manage a portfolio of business banking clients with revenues up to $10MM, ensuring strong retention and relationship growth.
- Drive loan, deposit, and fee income growth through proactive client engagement and centers of influence.
- Partner with internal teams to deliver comprehensive banking solutions and cross-sell products and services.
- Analyze client financials to assess creditworthiness and recommend appropriate loan structures.
- Advise clients on banking solutions and market trends using approved resources.
- Present credit opportunities and participate in the loan approval process.
- Build community relationships to strengthen referrals and enhance the bank’s local presence.
Requirements
- Bachelor’s degree or equivalent experience in Business, Finance, Accounting, or a related field
- 2+ years of commercial banking or business-to-business sales experience
- Proven success in client relationship management and business development
- Reliable transportation and ability to lawfully drive, if applicable
- 4+ years of experience managing business banking or commercial client portfolios (preferred)
- Knowledge of treasury management, deposits, and other non-borrowing products (preferred)
Benefits
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysiscredit assessmentloan structuringbusiness developmentclient relationship managementtreasury managementdeposit productsnon-borrowing products
Soft Skills
client engagementrelationship buildingcommunicationproactive approach
Certifications
Bachelor's degree