Small Business Banking Relationship Manager

Bank N.A.; West Bend (WI); On-site; USD 65,000 - 140,000; Full time

Job summary

BMO Financial Group in the United States (Wisconsin cohort) seeks a seasoned relationship manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales, build pipelines, and strategically expand wallet share through cross-selling and tailored financial solutions.

With 4–6 years of relevant experience and a post-secondary degree, you will analyze financials, manage risk, and deliver exceptional service while navigating local market dynamics to retain and

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.
• 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.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities
• Provides input into the planning and implementation of operational programs.

Skills

Financial analysis

Sales & service

Communication

Analytical skills

Problem solving

Decision making

Data-driven

Collaboration

Influence

Education

Post-secondary degree

Job description

BMO Financial Group in the United States (Wisconsin cohort) seeks a seasoned relationship manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales, build pipelines, and strategically expand wallet share through cross-selling and tailored financial solutions.

With 4–6 years of relevant experience and a post-secondary degree, you will analyze financials, manage risk, and deliver exceptional service while navigating local market dynamics to retain and