Find & Apply For Financial Services Sales Agent Jobs in Middleton, Wisconsin

Business Banking Officer, VP SustainableHR Middleton, WI Job Details $80,000 - $100,000 a year 21 hours ago Qualifications Business development management Growing experience Sales negotiation Financial sales Customer relationship building Referral-based lead generation Commercial loans Credit risk assessment 5 years Bachelor's degree in finance Sales referrals Sales needs analysis Regulatory compliance Banking analysis in risk and credit Promoting bank products Portfolio performance measurement Managing clients in a lending role Bachelor's degree in business administration Finance Business development Bachelor's degree Managing clients in a finance role Client retention Financial product expertise Managing banking or lending client portfolios Financial goal setting advisory services Business development within finance Financial needs assessment Cash management Meeting or exceeding sales goals

Full Job Description 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.