Senior Small Business Banking Relationship Leader

BMO; Madison (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Commercial Banking professional in the United States to cultivate, manage, and expand relationships with a portfolio of small business clients. The role emphasizes consultative sales, networking, and proactive strategy execution to increase market share.

Applicants should bring strong financial analysis, knowledge of business banking products, and a proven track record in sales and service.

Qualifications

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

Responsibilities

• Proactively develops sales strategies to attract new business clients and expand relationships.
• Develops networks and referrals to sustain growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted efforts.
• Maintains a business plan and relationship strategies to achieve customer retention.

Skills

Financial analysis

Business banking products

Sales & service

Data-driven decisions

Communication skills

Team collaboration

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a Commercial Banking professional in the United States to cultivate, manage, and expand relationships with a portfolio of small business clients. The role emphasizes consultative sales, networking, and proactive strategy execution to increase market share.

Applicants should bring strong financial analysis, knowledge of business banking products, and a proven track record in sales and service.