Small Business Banking Relationship Lead

BMO U.S.; Midlothian (IL); 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 relationship manager to cultivate and manage a portfolio of small business clients in the United States. You will apply consultative sales and business development practices and actively identify opportunities to grow accounts, expand wallet share, and refer prospects to BMO colleagues as appropriate.

Responsibilities include developing sales strategies, building networks for growth, generating appointments, managing customer relationships, and delivering timely,

Qualifications

• 4–6 years of relevant experience in banking or sales.
• Strong financial analysis skills and ability to interpret financial statements.
• Strong knowledge of business banking products and lending processes.
• Experience with customer sales and service.
• Excellent verbal and written communication.
• Collaborative and analytical with problem-solving skills.
• Data-driven decision making.

Responsibilities

• Develops and executes sales strategies to attract new business.
• Builds and maintains relationships with small business clients.
• Generates appointments and opportunities to grow business results.
• Provides financial solutions to meet customer goals.
• Ensures compliance with risk and safeguarding procedures.
• Cross-sells products to meet customer needs.
• Delivers exceptional customer service and builds trust.

Skills

Financial analysis

Relationship management

Sales and business development

Communication skills

Data-driven decisions

Risk awareness

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Job description

BMO Financial Group is seeking a relationship manager to cultivate and manage a portfolio of small business clients in the United States. You will apply consultative sales and business development practices and actively identify opportunities to grow accounts, expand wallet share, and refer prospects to BMO colleagues as appropriate.

Responsibilities include developing sales strategies, building networks for growth, generating appointments, managing customer relationships, and delivering timely,