Growth-Focused Business Banking Advisor

BMO; West Bend (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 Financial Group is seeking a seasoned Relationship Manager in Wisconsin to cultivate and manage a portfolio of small business clients. You will attract new business, deepen existing relationships, and deliver tailored financial solutions.

The role emphasizes consultative sales, risk-aware growth, and high-quality service to meet client goals. Ideal candidates have 4–6 years of experience, strong financial analysis, and extensive knowledge of business banking products.

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.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business.
• 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.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Understands customer needs and offers financial solutions that meet customer goals.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Resolves or escalates issues.

Skills

Financial analysis

Business banking knowledge

Sales and service experience

Technical proficiency

Verbal and written communication

Collaboration and teamwork

Analytical thinking

Influence skills

Data-driven decision making

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a seasoned Relationship Manager in Wisconsin to cultivate and manage a portfolio of small business clients. You will attract new business, deepen existing relationships, and deliver tailored financial solutions.

The role emphasizes consultative sales, risk-aware growth, and high-quality service to meet client goals. Ideal candidates have 4–6 years of experience, strong financial analysis, and extensive knowledge of business banking products.