Jobs · Finance · Wisconsin

Small Business Relationship Manager, VP

Associated Bank · Hales Corners, WI · 5 days ago
Finance$68k–$116k/yrFull-time

About the role

As a Small Business Banking Relationship Manager at Associated Bank, you will build and grow relationships with business clients while helping them achieve their financial goals. This role offers the opportunity to expand your commercial banking expertise, develop strong community connections, and make a meaningful impact on client success.

Responsibilities

  • Manage and grow a portfolio of business banking relationships, ensuring strong client retention and satisfaction.
  • Drive loan, deposit, and fee income growth through proactive business development and relationship management.
  • Partner with internal teams to identify opportunities and deliver comprehensive banking solutions to clients.
  • Analyze financial information and collaborate on credit recommendations and loan structures.
  • Develop new business opportunities through referrals, centers of influence, networking, and community engagement.
  • Present credit opportunities and support the loan approval process with sound recommendations.
  • Maintain portfolio performance and ensure compliance with credit, risk management, and regulatory requirements.
  • Refer clients to specialized banking partners to meet broader financial and business needs.

Requirements

  • Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
  • 2+ years of commercial banking, business banking, or business-to-business sales experience.
  • Experience developing client relationships and generating new business opportunities.
  • Valid driver's license and reliable transportation, if applicable.

Preferred Experience

  • Experience analyzing financial statements and structuring commercial credit solutions.
  • Knowledge of treasury management, wealth management, and other commercial banking products.
  • Demonstrated success achieving sales, portfolio growth, and client retention goals.
  • Active involvement in community, professional, or business organizations.

Benefits

This role offers a competitive salary with professional development and advancement opportunities, along with a range of additional benefits including retirement savings, paid time off, and well-being programs. Additionally, there are opportunities to connect with others through our diversity-focused Colleague Resource Groups.

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