What are the responsibilities and job description for the Relationship Manager - Leasing (Title Commensurate with Experience) - IA position at Bankers' Bank?
Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets dedicated to supporting community banks for more than 40 years. We deliver a full suite of correspondent banking and financial solutions, including leasing, commercial lending, bank holding company financing, payments, mortgage, investment and risk management services. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH and Indianapolis, IN.
The Leasing Officer is a sales, revenue-generating role responsible for driving portfolio growth through new business development, relationship expansion, and strategic channel management. This individual will serve as a trusted advisor to community bank partners and their clients, delivering tailored equipment financing solutions while maintaining strong credit discipline. Success in this role requires a consultative sales mindset, strong financial acumen, and the ability to independently originate, structure, and close transactions.
Primary Responsibilities: Sales and Relationship Management (75-85%)
- Drive new business production by originating leasing opportunities through community bank partners and their commercial clients
- Proactively generate pipeline through outbound calling, referrals, and targeted business development efforts
- Develop and manage strategic relationships with assigned and prospective bank partners
- Lead customer and partner meetings, presentations, and training sessions to promote leasing capabilities to originate new business
- Structure and price leasing transactions to meet customer needs withing pricing guidelines
- Prepare clear, concise credit presentations aligned with underwriting standards to ensure compliance with internal underwriting policies and applicable regulatory requirements
- Analyze financial statements and creditworthiness to support transaction structuring and approval
- Assess collateral values and associated risks within equipment leasing structures
- Collaborate with SVP – Leasing on product strategy, including enhancements, modifications, and new product development
Secondary Responsibilities: CreditPortfolio Management (15-25%)
- Cross-sell Bankers' Bank products and services by maintaining a strong understanding of the full platform
- Provide marketing and program support to partner banks to improve adoption and execution
- Represent Bankers' Bank at industry events and trade associations to build brand awareness and generate new opportunities
- Partner with credit and asset management teams to support portfolio performance and risk mitigation
Qualifications
Required
- Bachelor's degree in finance, accounting, banking, or related discipline (or equivalent experience)
- 5 years of experience in leasing, commercial lending, or financial services sales
- Demonstrated success in consultative sales and relationship management
- Working knowledge of commercial credit analysis and underwriting principles
- Strong communication, presentation, and business development skills
- Ability to travel regularly to support client and partner relationships
- Valid driver's license
Preferred
- Experience working with or selling through community bank channels
- Understanding of equipment finance products and structures
- Formal training in sales and/or credit analysis
- Knowledge of lease accounting and tax treatment considerations
Position requires regular business travel, including overnight stays and operation of a motor vehicle.