Small Business Banking Relationship Lead

BMO U.S.; Orland Park (IL); Vor Ort; USD 65.000 - 140.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Retirement savings plans

Zusammenfassung

BMO Financial Group in Illinois seeks a Relationship Manager to cultivate and manage a portfolio of small business clients, build a pipeline of new business, and expand market share. You will apply consultative sales and deliver tailored financial solutions while delivering exceptional service.

Responsibilities include developing growth strategies, cross-selling products, and maintaining strong client relationships, with a focus on risk management and data-driven decision making.

Qualifikationen

• Typically between 4 - 6 years of relevant experience and a post-secondary degree.
• Strong financial analysis skills and ability to interpret financial statements.
• Knowledge of business banking products and lending processes.
• Excellent verbal and written communication and collaboration skills.

Aufgaben

• Proactively develops and executes sales strategies to attract new business clients.
• Develops internal networks and referral sources to drive growth.
• Generates appointments and opportunities to grow business results.
• Cross-sells products and services to meet client needs.
• Delivers exceptional service and builds trust with clients.

Kenntnisse

Relationship management

Sales experience

Customer service

Communication skills

Analytical thinking

Cross-selling

Ausbildung

Bachelor's degree or equivalent

Tools

CRM systems

Jobbeschreibung

BMO Financial Group in Illinois seeks a Relationship Manager to cultivate and manage a portfolio of small business clients, build a pipeline of new business, and expand market share. You will apply consultative sales and deliver tailored financial solutions while delivering exceptional service.

Responsibilities include developing growth strategies, cross-selling products, and maintaining strong client relationships, with a focus on risk management and data-driven decision making.