Growth-Focused Small Business Banking Relationship Manager

Bank N.A.

Madison (WI)

On-site

USD 65,000 - 140,000

Full time

5 days ago

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Job summary

BMO Financial Group in Madison, WI seeks an experienced relationship manager for a portfolio of small business clients. You will cultivate, build, and manage relationships to grow a sustainable pipeline, apply consultative sales and business development practices, and actively identify opportunities within your jurisdiction.

You will develop sales strategies to attract new business, expand existing relationships, and cross-sell products.

Qualifications

Typically 4–6 years of relevant experience and post-secondary degree in related field or equivalent.
Strong knowledge of business banking products and lending processes.
Experience with customer sales and service.
Data-driven decision making and risk awareness.
Excellent verbal and written communication.
Ability to analyze financial statements and assess creditworthiness.
Strong collaboration and team skills; can work independently.

Responsibilities

Cultivate and manage relationships with small business clients to grow pipeline and market share.
Develop and execute sales strategies to attract new business and expand relationships.
Build networks and referrals to ensure ongoing growth of the business.
Identify opportunities and cross-sell products to meet client needs.
Provide timely, accurate service and support with a focus on customer outcomes.
Assess creditworthiness and recommend financial solutions in line with risk frameworks.
Uphold data governance and security standards; protect client and bank information.