What are the responsibilities and job description for the Business Banking Officer, VP position at SustainableHR?
Business Banking Officer, VP
Location: Middleton, Wisconsin
Compensation: 80,000-100,000k
Position Overview
We are seeking an experienced Business Banking Officer, VP to develop, manage, and grow a portfolio of business clients. This position is ideal for a relationship-driven banking professional who understands the financial needs of small- to mid-sized businesses and has experience delivering customized lending, deposit, and cash management solutions.
The Business Banking Officer will serve as a trusted financial partner to clients while identifying opportunities to expand relationships, generate new business, and support the continued growth of the commercial banking portfolio.
Key Responsibilities
-
Develop, manage, and expand a portfolio of small- to mid-sized business clients across a variety of industries.
-
Build and maintain long-term client relationships by developing a strong understanding of each business's financial needs, goals, and challenges.
-
Serve as the primary point of contact for business clients, proactively addressing questions, financial needs, and opportunities.
-
Generate new business and identify opportunities to expand existing commercial loan and deposit relationships.
-
Recommend appropriate banking solutions, including commercial loans, lines of credit, deposit products, and cash management services.
-
Proactively manage portfolio performance while maintaining appropriate credit quality and risk standards.
-
Develop referral sources and new business opportunities through networking, community involvement, and relationship development.
-
Collaborate with credit, cash management, operations, and other internal partners to provide comprehensive financial solutions.
-
Work toward established lending, deposit, portfolio growth, and business development goals.
-
Ensure banking activities comply with applicable policies, procedures, and regulatory requirements.
Qualifications
-
5 years of experience in business banking, commercial lending, credit analysis, relationship management, or a related financial services role.
-
Demonstrated experience developing and maintaining relationships with business clients across diverse industries.
-
Experience proactively managing and growing a portfolio of commercial loans and deposits.
-
Proven track record of meeting or exceeding business development, sales, or portfolio growth goals.
-
Strong knowledge of business banking products and services, including commercial loans, lines of credit, deposits, and cash management solutions.
-
Strong understanding of credit, risk management, and commercial banking practices.
-
Excellent relationship-building, communication, negotiation, and business development skills.
-
Bachelor's degree in finance, business administration, accounting, or a related field preferred; equivalent education and relevant professional experience will also be considered.
What We're Looking For
We are looking for a proactive banking professional who enjoys building relationships, developing new business, and becoming a trusted resource for business clients. The ideal candidate will bring a combination of commercial banking knowledge, business development ability, sound financial judgment, and a client-first approach.