What are the responsibilities and job description for the Commercial Relationship Manager position at Kohler Credit Union?
Create Connections. Deliver Value. Strengthen Communities.
At Kohler Credit Union, "Here for Life" is more than a tagline - it embodies our deep commitment to our members, local businesses, and the communities we serve. We aim to be a trusted financial partner at every stage of life, supporting local organizations in achieving their goals while helping build stronger, more vibrant communities. We are seeking a Commercial Relationship Manager to join our onsite team in Kohler, WI - someone who excels at cultivating meaningful partnerships, delivering strategic financial guidance, and creating a lasting, positive impact.
Why Choose Kohler Credit Union
At KCU, we believe success comes from supporting our employees both inside and outside of work. Along with a competitive salary, you'll receive a robust benefits package including medical, dental, and vision insurance, a 401(k) with employer contributions, generous paid time off, and tuition reimbursement opportunities.
You'll join a collaborative and mission-focused team that values teamwork, professional growth, and community impact. Here, your contributions matter - to your coworkers, to our members, and to the communities we proudly serve.
Position Overview
As a Commercial Relationship Manager, you will serve as a key partner to business members by understanding their goals and delivering customized financial strategies that help them operate efficiently and grow confidently. This role plays an important part in advancing our mission while strengthening long-term member relationships.
Key Responsibilities
- Develop and maintain strong relationships with existing and prospective business members
- Provide expertise in cash flow management, treasury services, and merchant solutions
- Identify business needs and recommend tailored financial products and services
- Collaborate with internal teams to deliver comprehensive solutions including digital banking, treasury management, fraud prevention, and merchant services
- Represent Kohler Credit Union at community and business events to expand partnerships and visibility
- Guide new business members through onboarding to ensure a seamless experience
- Review account activity, uncover growth opportunities, and proactively support member success
- Maintain accurate records while adhering to regulatory and compliance standards
- Remain knowledgeable about industry trends, financial products, and emerging best practices
Qualifications
- Bachelor's degree in Business, Finance, or related field, or equivalent professional experience
- Minimum of six years' experience in business banking, commercial services, or treasury management
- Strong understanding of business deposits, cash management tools, and payment solutions
- Demonstrated success building trusted, long-term client relationships
- Excellent communication, analytical, and relationship-management skills
- Proficiency in Microsoft Office and financial systems; credit union platform experience preferred
Ready to Make an Impact?
If you're passionate about helping businesses succeed, developing lasting relationships, and delivering meaningful financial solutions while growing your career in a supportive, community-focused organization, we encourage you to apply.
Join Kohler Credit Union - and help us continue being Here for life for our members, businesses, and communities.