Business Banking Growth & Relationship Lead

BMO; Joliet (IL); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Commercial Banking Relationship Manager in the United States, focusing on small business clients. The role involves cultivating relationships, executing sales strategies, and expanding wallet share within portfolios.

You will deliver expert financial solutions and ensure high-quality service while aligning with risk and compliance requirements. The position requires 4–6 years of experience and a post-secondary degree, with strong analytical and communication skills.

Qualifications

• Typically between 4-6 years of relevant experience.
• Post-secondary degree in related field or equivalent experience.
• Strong financial analysis skills and ability to interpret financial statements.
• Deep knowledge of business banking products and lending processes.
• Experience in customer sales and service.
• Excellent verbal and written communication in business contexts.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Identifies opportunities and refers to colleagues as appropriate.
• Develops and executes sales strategies to attract new business.
• Cross-sells products to meet client needs.
• Delivers exceptional customer service and builds trust.
• Develops a business plan including relationship management strategies.
• Provides advice on solutions and risk considerations.
• Monitors performance and ensures regulatory compliance.

Skills

Financial analysis

Sales and service

Communication skills

Collaboration skills

Problem solving

Influence skills

Data-driven decisions

Industry knowledge

Education

Bachelor's degree or higher in related field

Job description

BMO is seeking a Commercial Banking Relationship Manager in the United States, focusing on small business clients. The role involves cultivating relationships, executing sales strategies, and expanding wallet share within portfolios.

You will deliver expert financial solutions and ensure high-quality service while aligning with risk and compliance requirements. The position requires 4–6 years of experience and a post-secondary degree, with strong analytical and communication skills.