What are the responsibilities and job description for the Private Banker position at First Business Bank?
Join us today as the Private Banker!
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At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
Location: Based out of the Brookfield, WI office OR Madison, WI office.
Overview: We’re seeking a high-performing Private Banker to build, manage, and expand relationships with high-net-worth clients. This role blends relationship management and credit expertise to deliver tailored banking solutions and an exceptional client experience. As a trusted advisor, you will partner closely with clients to provide thoughtful, strategic guidance—while operating within strong risk, regulatory, and compliance frameworks.
Essential responsibilities of this role include: Client Relationship Management
- Serve as the primary point of contact for complex banking and credit need referrals
- Manage a portfolio of banking clients, delivering customized solutions across deposits, lending, treasury, and wealth in partnership with internal teams
- Build deep, consultative relationships with clients, families, and external advisors (CPAs, attorneys, investment advisors)
- Drive client satisfaction, retention, and long-term relationship profitability
Collaboration & Partnership
- Partner closely with Trust, Investment Advisory, Commercial/Treasury, and Operations teams
- Coordinate onboarding, servicing, and ongoing relationship management
- Act as a trusted internal resource for complex client situations
Credit & Risk Leadership
- Structure and guide underwriting for consumer and business-purpose lending, including real estate and securities-based solutions
- Present credit opportunities aligned with policy, risk appetite, and regulatory expectations
- Monitor portfolio performance, covenant compliance, and credit quality
Business Development & Growth
- Identify opportunities to deepen existing relationships through cross-sell and expanded services
- Develop strategic relationship plans and connect clients to wealth and advisory partners
Qualifications:
- Bachelor’s Degree in related business/finance field of study
- Strong credit analysis and financial statement interpretation skills
- Strong understanding of deposit products, lending solutions, and basic investment/wealth concepts
- Effective and well-developed interpersonal skills to work with a variety of prospects, clients and other team members.
- Effective communication skills, verbal and written, to communicate within the Division and with prospects and clients.
- Ability to make decision in a timely manner with appropriate support, justification and follow through.
- Ability to organize workflow and prioritize tasks and projects in a flexible environment.
- Confident and active networker and relationship builder.