Growth-Focused Business Banking Relationship Manager

BMO; Chicago (IL); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a relationship manager to cultivate and manage a portfolio of small business clients, applying consultative sales to build a robust pipeline. You will identify opportunities, develop plans, and expand wallet share while delivering expert financial guidance.

The role emphasizes strong client relationships, risk-aware decisions, and collaboration with internal partners to meet customer goals and maintain service excellence.

Qualifications

• Typically 4–6 years of relevant experience and post-secondary degree in related field or equivalent.
• Strong financial analysis skills to interpret statements and drive growth.
• Strong knowledge of business banking products, lending processes and loan documentation.
• Experience with customer sales and service.
• Excellent verbal and written communication; strong collaboration and analytical abilities.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand relationships.
• Develops networks and referrals to grow BMO's business.
• Generates appointments and opportunities to grow results through targeted sales.
• Maintains a business plan with relationship strategies to achieve retention objectives.
• Identifies prospective customers and cross-sells products and services to meet needs.
• Delivers exceptional customer service and builds trust.

Skills

Financial analysis

Sales experience

Communication skills

Collaboration

Analytical skills

Data-driven decisions

Education

Post-secondary degree

Job description

BMO Financial Group seeks a relationship manager to cultivate and manage a portfolio of small business clients, applying consultative sales to build a robust pipeline. You will identify opportunities, develop plans, and expand wallet share while delivering expert financial guidance.

The role emphasizes strong client relationships, risk-aware decisions, and collaboration with internal partners to meet customer goals and maintain service excellence.