Job Listings

Track First Business Financial Services hiring and firing trends, filtered by title, location, type, date, category and date of posting.
Ticker Symbol Entity Name Domain As Of Date Title URL Brand Category Location Text City State Country Posted Date Number of Openings Description Date Added Date Updated GICS Sector GICS Industry
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 21st, 2019 12:00AM Vice President - Trust Advisor Open Trust, Investments, Wealth Management Madison, WI, United States Madison WI USA Oct 14th, 2019 12:00AM Join the winning team at First Business as the Vice President- Trust Advisor!At First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. The First Business family of companies offer a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending (asset based lending, factoring, and SBA lending), and equipment finance and leasing. We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise. We are a growing company with opportunities that are vital to the operations and success of the company and see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals. The Trust Advisor serves on not-for-profit, corporate, and individual trust and investment accounts and will participate in departmental sales efforts and development of referral relationships. The Trust Advisor will serve as subject matter expert with regards to retirement planning, estate planning, business succession planning and other tax planning issues.  If the Trust Advisor is the key associate in the mind of the client, this position will continue to lead the relationship management efforts.Essential responsibilities of the Vice President – Trust Advisor:Work closely with client team to provide trust administration and planning (retirement, estate, business succession and tax) capabilities to clients and prospects. This is a client facing role.  Manage accounts within established policies and procedures. Adhere to compliance and audit standards in the administration of accounts.  Maintain an in-depth knowledge of Trust and Investment changes and issuesAssist in developing policies and procedures to maintain the products and services of the group.Work with team to grow revenue for FBTI. Work closely with clients, COI and internal partners to expand and grow relationship.Fiduciary Risk Management - Serve as a voting member of the Trust Administrative Committee (TAC) and other committees as assigned. Acting as a fiduciary while protecting the interests of the trust company and working in a fiduciary capacity for your clients. This often occurs with account opening decisions, account closing decisions, distribution from accounts and/or any fiduciary issues that may arise on accounts.Position Requirements:Bachelor’s degree required.A minimum of ten years of financial or legal industry experience is required with at least five years of trust administration experience.CFP, CWS and/or CTFA preferredGraduate or law degrees and/or industry specific certifications are desirable.NASD Series 6 or 7, Series 65, and State Insurance Licenses are not required.Industry specific certifications are beneficial. Oct 21st, 2019 02:48AM Oct 21st, 2019 02:48AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 21st, 2019 12:00AM Commercial Banking Intern Open Credit Madison, WI, United States Madison WI USA Oct 16th, 2019 12:00AM Join the winning team at First Business as a Commercial Credit Analyst Intern!First Business is a locally managed successful, entrepreneurial, and growth-oriented financial services company that specializes in focused financial solutions for businesses, key executives, and high net worth individuals through its operating companies.  Our companies specialize in commercial banking, asset-based lending, equipment financing, retirement plans, investment management, and trustee services. We provide specifically tailored solutions to meet our clients’ financial goals.First Business Financial Services (NASDAQ: FBIZ) is a $1.9 billion Wisconsin-based bank holding company.  We are a growing company with opportunities that are vital to the operations and success of the company.  We see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals. As an intern with First Business you will gain valuable work experience in a professional environment, leveraging your prior experience, education, and involvement.  Our interns play an essential role in the departments they are part of, working on important responsibilities, special projects, and networking with our teams. Internship Purpose:  This position will provide an opportunity to work closely with the commercial lending team of a Madison based publicly traded commercial bank, including working with a team of credit analysts, commercial lenders and business development officers, and senior credit managers. Specifically as a Commercial Credit Analyst Intern you will:Input financial statement data into company software and analyze to determine the credit worthiness of existing and prospective commercial clients.Prepare Cash Flow worksheets to demonstrate borrower’s ability to repay loans.Gain exposure to the commercial loan approval process by completing credit presentations and memos (which are used to approve new loans, renew existing loans, or report losses and/or covenant violations) for Loan Approval Committee.Develop a working knowledge of loan policy and gain the ability to communicate its interpretation and rationale to other bank employees.Input data, build tables and build borrower relationships into credit presentations.Work on other projects with department manager.Requirements:Desire to pursue a career in commercial banking in a business development capacityBe pursuing a degree in Finance or AccountingStrong technology proficiency (strong skills in Excel a plus)Above average communication skills, both verbal and writtenStrong attention to detail, problem solving skills, and ability to prioritize work to meet numerous levels of deadlinesDemonstrated drive, initiative, and work ethic Important Information – Internship Length, Hours, & Schedule:  We are looking for an individual to 15-20 hours per week during the school year.  Flexibility of working hours during the semester will be available.  This internship will run through at least the end of Spring semester 2020, with the potential to be extended if the candidate is still a student.  The position will start immediately. Oct 21st, 2019 02:48AM Oct 21st, 2019 02:48AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 21st, 2019 12:00AM Trust Tax Associate Open Trust, Investments, Wealth Management Remote, WI, United States Sep 16th, 2019 12:00AM Join our winning team as a part-time Trust Tax Associate!This part-time position will begin immediately (20 hours). Peak hours during tax season of 30 hours, with no hours available May-September. At First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. Our companies offer a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending (asset based lending, factoring, and SBA lending), and equipment finance and leasing. We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise. First Business Trust & Investments, a division of First Business Bank, is seeking a seasoned tax professional to oversee the fiduciary tax return and 1099 preparation efforts for the Trust Department.  Primary responsibility will be to manage the relationship with our outsourced tax service provider to ensure that the provider’s preparation and processing of 1099s and 1041s are correct, accurate and on time.  We offer the variety of working from home or in our office.Assist with the review and timely preparation of the tax forms 1098, 1099DIOB, Grantor Trust, Irrevocable Trust (Simple/Complex), and Private Foundation returns as prepared and processed by our outsourced tax service provider.  Review registers and research and resolve questions appropriately and timely.Ensure timely preparation and transmission of Form K-1 to designated trust beneficiaries and their accountants.Verify data accuracy and transmission from core accounting system.  Verify transactions and mapping to ensure that it flows to OneSource as expected.Provide updates to client administrators on when tax forms are available and capture the forms in FCM (document imaging system) for easy retrieval.Establish a good working relationship with Ernst & Young to utilize their accounting experience, process, and system to maximize our production.  Be the bridge between our accounting firm and First Business. Position Requirements:Four or more years of experience in individual and fiduciary tax return preparationUnderstanding of trust instruments as they relate to tax elections and reportingExcellent analytical, technical tax, and technology skills Oct 21st, 2019 02:48AM Oct 21st, 2019 02:48AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 20th, 2019 12:00AM Vice President - Commercial Banking Open Commercial Banking Appleton, WI, United States Appleton WI USA Feb 13th, 2019 12:00AM Join the winning team at First Business as aVice President-Commercial Banking!At First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. First Business offers a full line of financial services including: commercial lending, SBA lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending, and equipment finance and leasing.As an addition to our seasoned team of Commercial Lenders, the Commercial Banker focuses on building relationships and sourcing new business to ensure these opportunities are pursued appropriately. By working in conjunction with our lending team, you will source new business, utilize your strong credit skills, and gather information to identify and propose solutions to your clients.Essential objectives/functions & responsibilities/dutiesBusiness developmentUsing strong networking and relationship building skills, as well as knowledge of the market, source new business opportunities, ensure that these opportunities are pursued appropriately, and work with other team members to ensure that the client relationship is maximized.Loan originationUsing strong credit skills, gather information, evaluate needs and identify and propose solutions; work with credit professionals to evaluate, underwrite, prepare presentations for credit approval; document and close loans working with internal and third party resources to meet loan policy and other requirements.Portfolio managementUsing strong credit and relationship management skills, maintain a high quality portfolio through regular and appropriate review of information, contact with clients, and collaboration with other team members to ensure that needs of the client and bank are met and that client retention goals are achieved.QUALIFICATIONSEducation and/or experienceBachelors’ degree in relevant field of studyThree years minimum commercial banking experience with specific experience in credit-related rolePortfolio management and/or business development experience preferred Oct 20th, 2019 02:52AM Oct 20th, 2019 02:52AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 20th, 2019 12:00AM Vice President - Wealth Advisor Open Trust, Investments, Wealth Management Appleton, WI, United States Appleton WI USA Jun 27th, 2019 12:00AM Join the winning team at First Business as the Vice President- Wealth Advisor!At First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. The First Business family of companies offer a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending (asset based lending, factoring, and SBA lending), and equipment finance and leasing. We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise. We are a growing company with opportunities that are vital to the operations and success of the company and see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals.  The Wealth Advisor will bring in, maintain, and grow profitable, quality investment management, trust and/or employee benefit plans.  Through internal partnership and outbound activity, the Wealth Advisor will be accountable for delivering full balance sheet solutions to high net worth clients (investments, planning, loans, deposits, etc.). Essential responsibilities of the Vice President – Wealth Advisor:  Establish annual calling, sales and revenue goals. Develop and execute an annual call plan to include clients, prospects, and referral sources to achieve established sales and retention goals. Prepare proposals for new businessCreate and follow through on relationship strategy plans for existing clients. Understand their priorities and lead the team in developing plans to address those priorities.Maintain CRM database for scheduling and tracking client calls and prospecting efforts. Utilize this same database for pipeline and relationship management.Maintain a working knowledge and point of view of all financial issues facing current and perspective clients.Collaborate in a team based environment looking for the best outcomes for clients and the trust group. Position Requirements:Bachelor’s Degree in a related business/finance field of studyA minimum of 10 years of financial services experienceCFP or CWS designation and financial planning experience preferredBrokerage Licenses – Series 7, 65 and/or 66 preferredEffective and well-developed interpersonal skills to work with a variety of prospects, clients and other team membersWorking knowledge of portfolio management principals and how the markets operateWorking knowledge of financial planning Oct 20th, 2019 02:52AM Oct 20th, 2019 02:52AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 20th, 2019 12:00AM Vice President - Treasury Management Open Commercial Banking Leawood, KS, United States Leawood KS USA Jul 26th, 2019 12:00AM Join the winning team at First Business as aVice President- Treasury ManagementAt First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. First Business offers a full line of financial services including: commercial lending, SBA lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending, and equipment finance and leasing.The Vice President-Treasury Management will be responsible for sourcing, retaining, and expanding existing client relationships in order to provide complete deposit-side client service, including problem solving.  The VP Treasury Management is responsible for prospecting, marketing, selling, cross-selling, and implementing First Business’s commercial depository services and cash management products to business clients and prospects. Essential responsibilities for this role include:Using strong networking and relationship building skills, as well as knowledge of the market, source new business opportunities, ensure that these opportunities are pursued appropriately, and work with other team members to ensure that the client relationship is maximized.Identify and evaluate product and service needs in discussions with a client during an on-site visit.Gather market data and participate in annual review of all service charges in light of quality or service, trends in the competitive market and bank profitability goals.Understand and be able to train clients on interactive products.Partake in department business development strategyPosition Requirements:Knowledge of treasury management products, in order to serve clients’ needs, both present and future.Bachelor’s degreeFive years of applicable experienceAbility to generate deposits through promotion of the bank and to project a positive bank image with the local community. Oct 20th, 2019 02:52AM Oct 20th, 2019 02:52AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 20th, 2019 12:00AM Treasury Management- Kansas City Market Leader Open Commercial Banking Leawood, KS, United States Leawood KS USA Aug 7th, 2019 12:00AM Join the winning team at First Business as the Treasury Management- Kansas City Market LeaderAt First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. First Business offers a full line of financial services including: commercial lending, SBA lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending, and equipment finance and leasing.The Treasury Management – Kansas City Market Leader will be responsible for overseeing the Treasury Management function, managing a portfolio of clients, and business development for the Kansas City market.  The Treasury Management – Kansas City Market Leader is responsible for prospecting, marketing, selling, cross-selling, and implementing First Business’s commercial depository services and cash management products to business clients and prospects.  Essential responsibilities for this role include:Oversees organizations Treasury Management function. Manages a team responsible for identifying, analysing, selling and supporting cash management products and services to established business customers and targeted prospective corporate clients. Recommends an annual deposit and fee income budget targets for the Kansas bank. Works closely with relationship officers in attaining service charge and deposit goals; solidifying customer retention efforts and providing a superior level of customer service.Actively call on prospective businesses to develop new commercial deposit and loan relationships. Responsible for developing new client relationships and gathering in-market deposits.Identify deposit and treasury services prospects. Profile needs of client, create and present proposals for recommended deposit, treasury and commercial loan services.Maintain existing client relationships; perform deposit account reviews and cross-sell new products.Position Requirements:Bachelor’s degree and minimum 10 years of commercial banking experienceValid driver’s licenseCTP designation recommendedKnowledge and understanding of current regulations and compliance laws with regard to deposit and treasury productsKnowledge of all Bank services and products, including those of our competition.Verbal and written communication in a professional manner.Generate and develop quality relationships through interpersonal relationship skills.Proficient with technology Oct 20th, 2019 02:52AM Oct 20th, 2019 02:52AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 20th, 2019 12:00AM Commercial Credit Analyst Open Credit Madison, WI, United States Madison WI USA Aug 27th, 2019 12:00AM Join the winning team at First Business as the Commercial Credit Analyst!At First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. The First Business family of companies offer a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending (asset based lending, factoring, and SBA lending), and equipment finance and leasing. We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise. We are a growing company with opportunities that are vital to the operations and success of the company and see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals.  The Commercial Credit Analyst is responsible for analyzing financial data on new and existing clients, monitoring loan covenants and preparing loan committee presentations while striving to help maintain the overall soundness of the loan portfolio.     We will provide a solid foundation into Commercial Banking for you to grow your career towards a lending path.          Specifically, as a Commercial Credit Analyst you will:Be responsible for analyzing financial data on new and existing clients, while striving to help maintain the overall soundness of the loan portfolio.Analyze and review appraisals receivedSpread and analyze financial information to determine the credit worthiness of the bank's existing and prospective clients.Be responsible for monitoring loan covenants, which includes running scorecards and reviewing loan agreements.Prepare loan committee presentations to include: bank exposure, cash flow analysis, collateral analysis, background summary, and overall financial summary.Develop a working knowledge on all aspects of loan policy and the ability to communicate its interpretation and rationale to other bank personnel.Work closely with the commercial lending team, including our credit analysts, commercial lenders, chief credit officer and other members of senior management. The successful candidate should have:Completed Bachelor degree in Finance, Real Estate, Accounting, Economics, or other Business related fieldPrior experience in an analyst role and/or financial services preferredDesire to explore and pursue a career in commercial lending, preferredStrong knowledge of technology, business computer applications, and ability to pick up on new systems quicklyStrong personal drive and initiative, demonstrated work ethic, and ability to work as a teamAbility to work independently and use independent judgment with minimal supervisionAbility to handle pressure of meeting deadlines Oct 20th, 2019 02:52AM Oct 20th, 2019 02:52AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 20th, 2019 12:00AM Trust Tax Associate Open Trust, Investments, Wealth Management Madison, WI, United States Madison WI USA Sep 16th, 2019 12:00AM Join our winning team as a part-time Trust Tax Associate!This part-time position will begin immediately (20 hours). Peak hours during tax season of 30 hours, with no hours available May-September. At First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. Our companies offer a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending (asset based lending, factoring, and SBA lending), and equipment finance and leasing. We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise. First Business Trust & Investments, a division of First Business Bank, is seeking a seasoned tax professional to oversee the fiduciary tax return and 1099 preparation efforts for the Trust Department.  Primary responsibility will be to manage the relationship with our outsourced tax service provider to ensure that the provider’s preparation and processing of 1099s and 1041s are correct, accurate and on time.  We offer the variety of working from home or in our office.Assist with the review and timely preparation of the tax forms 1098, 1099DIOB, Grantor Trust, Irrevocable Trust (Simple/Complex), and Private Foundation returns as prepared and processed by our outsourced tax service provider.  Review registers and research and resolve questions appropriately and timely.Ensure timely preparation and transmission of Form K-1 to designated trust beneficiaries and their accountants.Verify data accuracy and transmission from core accounting system.  Verify transactions and mapping to ensure that it flows to OneSource as expected.Provide updates to client administrators on when tax forms are available and capture the forms in FCM (document imaging system) for easy retrieval.Establish a good working relationship with Ernst & Young to utilize their accounting experience, process, and system to maximize our production.  Be the bridge between our accounting firm and First Business. Position Requirements:Four or more years of experience in individual and fiduciary tax return preparationUnderstanding of trust instruments as they relate to tax elections and reportingExcellent analytical, technical tax, and technology skills Oct 20th, 2019 02:52AM Oct 20th, 2019 02:52AM Financials Banks
nasdaq:fbiz www.firstbusiness.com www.firstbusiness.com Oct 20th, 2019 12:00AM Vice President - Trust Advisor Open Trust, Investments, Wealth Management Madison, WI, United States Madison WI USA Oct 14th, 2019 12:00AM Join the winning team at First Business as the Vice President- Trust Advisor!At First Business, we’ve built a team whose expertise extends to specific types of businesses and the unique challenges they face.  We take an individual approach to our client’s banking needs and pride ourselves on responsiveness. The First Business family of companies offer a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending (asset based lending, factoring, and SBA lending), and equipment finance and leasing. We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise. We are a growing company with opportunities that are vital to the operations and success of the company and see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals. The Trust Advisor serves on not-for-profit, corporate, and individual trust and investment accounts and will participate in departmental sales efforts and development of referral relationships. The Trust Advisor will serve as subject matter expert with regards to retirement planning, estate planning, business succession planning and other tax planning issues.  If the Trust Advisor is the key associate in the mind of the client, this position will continue to lead the relationship management efforts.Essential responsibilities of the Vice President – Trust Advisor:Work closely with client team to provide trust administration and planning (retirement, estate, business succession and tax) capabilities to clients and prospects. This is a client facing role.  Manage accounts within established policies and procedures. Adhere to compliance and audit standards in the administration of accounts.  Maintain an in-depth knowledge of Trust and Investment changes and issuesAssist in developing policies and procedures to maintain the products and services of the group.Work with team to grow revenue for FBTI. Work closely with clients, COI and internal partners to expand and grow relationship.Fiduciary Risk Management - Serve as a voting member of the Trust Administrative Committee (TAC) and other committees as assigned. Acting as a fiduciary while protecting the interests of the trust company and working in a fiduciary capacity for your clients. This often occurs with account opening decisions, account closing decisions, distribution from accounts and/or any fiduciary issues that may arise on accounts.Position Requirements:Bachelor’s degree required.A minimum of ten years of financial or legal industry experience is required with at least five years of trust administration experience.CFP, CWS and/or CTFA preferredGraduate or law degrees and/or industry specific certifications are desirable.NASD Series 6 or 7, Series 65, and State Insurance Licenses are not required.Industry specific certifications are beneficial. Oct 20th, 2019 02:52AM Oct 20th, 2019 02:52AM Financials Banks

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