Private Banker

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.

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.