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Location
Milwaukee, Wisconsin, United States
Posted
July 21, 2026

Job Description

Description

  • Sets relationship strategies and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with advanced levels of risk and complexity of needs. Works independently and may mentor other team members.
  • Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
  • Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
  • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Drives c...

    • Job Details

    • Job Type
      Full time
    • Category
      Business Operations Specialists
    • Date Posted
      July 21, 2026
    • Application Deadline
      August 30, 2026