Business Banking Growth & Relationship Manager

BMO; Elm Grove (WI); 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 Wisconsin to cultivate and manage a portfolio of small business clients. You will apply consultative sales practices to generate appointments, grow market share, and cross-sell financial products.

Develop and execute a business plan, build networks, and provide exceptional service while ensuring risk controls and regulatory compliance. Strong financial analysis and communication skills are essential to win trust and drive growth.

Qualifications

• Typically 4–6 years of relevant experience.
• Strong financial analysis and credit assessment skills.
• Knowledge of business banking products and lending processes.
• Experience with customer sales and service.
• Excellent verbal and written communication.
• Analytical and data-driven decision making.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients.
• Identifies opportunities and grows the portfolio.
• Cross-sells products and services to meet client needs.
• Develops business plans and relationship strategies for retention and growth.
• Delivers expert guidance and solutions with risk awareness.

Skills

Financial analysis

Business banking products

Sales & service experience

Technical proficiency

Communication skills

Collaboration

Analytical thinking

Influence skills

Data-driven decisions

Education

Post-secondary degree

Job description

BMO is seeking a Commercial Banking Relationship Manager in Wisconsin to cultivate and manage a portfolio of small business clients. You will apply consultative sales practices to generate appointments, grow market share, and cross-sell financial products.

Develop and execute a business plan, build networks, and provide exceptional service while ensuring risk controls and regulatory compliance. Strong financial analysis and communication skills are essential to win trust and drive growth.