SMB Banking Relationship Manager: Growth & Solutions

BMO

Channahon (IL)

On-site

USD 65,000 - 140,000

Full time

6 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Commercial Sales & Service relationship manager in Illinois to cultivate small business client relationships, expand wallet share, and deliver tailored financial solutions with a consultative approach.

Responsibilities include developing strategies, building networks, cross-selling products, managing a portfolio, and ensuring exceptional service while adhering to risk and governance standards. Salary ranges from $65,000 to $140,000 per year with benefits.

Qualifications

Strong financial analysis skills, with ability to interpret statements and drive growth.
Strong knowledge of business banking products, lending processes, and related policies.
Strong experience with customer sales and service.
Technical proficiency gained through education and experience.
In-depth verbal and written communication skills.
In-depth collaboration and teamwork abilities.
In-depth analytical and problem-solving skills.
In-depth influence and negotiation abilities.
In-depth data-driven decision making.

Responsibilities

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 instills confidence to earn trust as relationship manager.
Understands the local market and proactively develops relationships with centres of influence.
Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
Answers inquiries and provides accurate information about business banking products and services.