First Business Bank

Private Banker

First Business Bank  •  Brookfield, WI / Madison, WI (Onsite)  •  2 days ago
Apply
Save Job
Mark Applied Mark Interviewed Mark Offered
Hide Job Report Job
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Join us today as the Private Banker!
First Business Bank is a Top Workplaces USA company, learn more here
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.
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.
First Business Bank

About First Business Bank

Experience. The Advantage.

We’re passionate about helping businesses and people. Since the day our doors opened in 1990, we’ve believed that success relies on putting people first – our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction.

First Business Financial Services (FBIZ) is the proud parent company of First Business Bank, providing shared corporate services to the entire organization. Our companies specialize in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services.

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.

Member FDIC | Equal Housing Lender | Nasdaq: FBIZ

First Business Financial Services, Inc., First Business Bank, and First Business Specialty Finance, LLC, are Equal Opportunity Employers

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Madison, WI
Year Founded
1990
Website
firstbusiness.bank
Social Media