Business Relationship Manager

bmo; Milwaukee (WI); On-site; USD 65,000 - 140,000; Full time

Job summary

BMO Financial Group is seeking a seasoned Relationship Manager in Milwaukee, WI to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development to build a pipeline and expand relationships.

Drive growth by developing strategies, cross-selling products, and delivering first-class service. You will leverage market knowledge to build trust and provide finance solutions that meet client goals, while adhering to risk controls and data

Qualifications

• 4–6 years of relevant experience and a post‑secondary degree in a related field.
• Strong financial analysis skills with ability to interpret financials and drive growth.
• Strong knowledge of business banking products, lending processes, and documentation.
• Strong customer sales and service experience.
• Professional proficiency with data and technology tools.
• Excellent verbal and written communication, collaboration, and analytical skills.
• Ability to influence and make data-driven decisions.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients to grow the portfolio.
• Develops and executes sales strategies to attract new clients and expand relationships.
• Develops networks and referral sources to drive growth in BMO's business.
• Generates appointments and opportunities to improve business results.
• Manages business plans and relationship strategies to achieve retention objectives.
• Identifies prospective customers and cross-sells products to meet needs.
• Delivers expert guidance and trust to clients as a relationship manager.
• Understands local market and builds relationships with centers of influence.
• Provides exceptional customer service and accurate information about products.
• Maintains long-term profitable relationships and expands wallet share.
• Resolves inquiries and provides financial solutions aligned with customer goals.
• Analyzes data to provide insights and recommendations for strategy.

Skills

Financial analysis

Business banking products

Sales & client service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical/problem solving

Influence

Data-driven decisions

Education

Post-secondary degree in related field

Job description

Address: 790 N Water Street

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Understands the local market and proactively develops relationships with centres of influence.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Develops and maintains long‑term profitable relationships and expands wallet share within the assigned portfolio.
• Answers inquiries and provides accurate information about business banking products and services.
• Understands customer needs and offers financial solutions that meet customer goals.
• Resolves or escalates issues.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• Supports the development and promotion of a business/group program.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• Typically between 4 - 6 years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
• Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In‑depth.
• Collaboration & team skills - In‑depth.
• Analytical and problem solving skills - In‑depth.
• Influence skills - In‑depth.
• Data driven decision making - In‑depth.

Salary

$65,000.00 - $140,000.00

Pay Type

Salaried

About Compensation

The above represents BMO Financial Group's pay range and type.