Growth-Driven Business Banking Relationship Lead

Bank N.A.; New Berlin (WI); On-site; USD 65,000 - 140,000; Full time

Job summary

BMO Financial Group in New Berlin, Wisconsin, seeks an experienced relationship manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales techniques, develop strategic plans, and leverage banking products to meet client goals.

Responsibilities include attracting new business, expanding existing relationships, and delivering exceptional service while maintaining data governance and risk standards.

Qualifications

• Typically 4–6 years of relevant experience and post-secondary degree in related field or equivalent
• Strong financial analysis skills with ability to interpret financial statements, assess creditworthiness, and provide actionable insights
• 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
• Excellent verbal and written communication, collaboration, and analytical skills
• Ability to influence and make data-driven decisions

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients
• Develops and executes sales strategies to attract new business and expand relationships
• Identifies opportunities and cross-sells products and services
• Develops and executes business plans and relationship management strategies to achieve retention and growth
• Responds to inquiries with accurate information about banking products and services
• Delivers advice and guidance on implementation of solutions
• Maintains confidentiality and adheres to data governance and security policies
• Monitors performance and analyzes data to provide insights and recommendations

Skills

Financial analysis

Business banking knowledge

Credit assessment

Sales & service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence skills

Data-driven decision making

Education

Post-secondary degree in related field

Job description

BMO Financial Group in New Berlin, Wisconsin, seeks an experienced relationship manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales techniques, develop strategic plans, and leverage banking products to meet client goals.

Responsibilities include attracting new business, expanding existing relationships, and delivering exceptional service while maintaining data governance and risk standards.