Small Business Banking Relationship Lead

BMO; Lake Geneva (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 results-driven Commercial Sales & Service professional for the Wisconsin market, focused on cultivating relationships with small business clients and expanding market share.

You will apply consultative sales techniques, develop strategic plans, and coordinate with colleagues to deliver tailored financial solutions while maintaining high service standards and compliance. This role emphasizes growth, risk awareness, and proactive client engagement.

Qualifications

• 4–6 years of relevant experience with a post-secondary degree or equivalent.
• Strong financial analysis skills and ability to interpret financial statements.
• Knowledge of business banking products, lending processes, and related policies.
• Excellent verbal and written communication; collaborative and analytical mindset.

Responsibilities

• Cultivate and manage relationships with small business clients to build a pipeline and grow market share.
• Apply consultative sales practices to identify opportunities and refer to colleagues as needed.
• Develop and execute sales strategies to attract new clients and expand existing relationships.
• Grow wallet share by cross-selling products and services.
• Understand local market and build networks with centers of influence.
• Provide excellent customer service, accurate information, and timely support.

Skills

Financial analysis

Sales experience

Relationship management

Consultative selling

Education

Bachelor's degree or equivalent

Job description

BMO Financial Group is seeking a results-driven Commercial Sales & Service professional for the Wisconsin market, focused on cultivating relationships with small business clients and expanding market share.

You will apply consultative sales techniques, develop strategic plans, and coordinate with colleagues to deliver tailored financial solutions while maintaining high service standards and compliance. This role emphasizes growth, risk awareness, and proactive client engagement.