Growth-Focused SMB Relationship Manager

Bank of Montreal; Milwaukee (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

Bank of Montreal (BMO) is seeking a Commercial Sales & Service professional to cultivate and manage relationships with small business clients, building a pipeline for new business and expanding wallet share. You will apply consultative sales and business development practices and collaborate across teams to grow BMO's market presence.

The role emphasizes proactive strategy development, cross-sell opportunities, and delivering expert financial solutions while maintaining high service standards

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 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.

Skills

Financial analysis

Customer sales & service

Data-driven decision making

Collaboration & teamwork

Analytical problem solving

Verbal & written communication

Influence skills

Education

Post-secondary degree in related field

Tools

CRM systems

Job description

Bank of Montreal (BMO) is seeking a Commercial Sales & Service professional to cultivate and manage relationships with small business clients, building a pipeline for new business and expanding wallet share. You will apply consultative sales and business development practices and collaborate across teams to grow BMO's market presence.

The role emphasizes proactive strategy development, cross-sell opportunities, and delivering expert financial solutions while maintaining high service standards