Strategic Business Banking Partner

BMO; Chicago (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 Commercial Sales & Service professional to cultivate relationships with a portfolio of small business clients and drive growth through consultative sales and proactive networking.

The role emphasizes building relationships, expanding wallet share, and delivering tailored financial solutions while maintaining high service standards. A post-secondary degree and several years of experience are expected.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree or equivalent.
• Strong financial analysis skills with ability to interpret financial statements and assess creditworthiness.
• Strong knowledge of business banking products, lending processes, and loan documentation.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Develops and executes sales strategies to attract new business and expand existing relationships.
• Identifies opportunities and cross-sells products to meet client needs while maintaining profitability.
• Delivers exceptional customer service, provides financial solutions, and resolves issues.

Skills

Financial analysis

Sales

Communication

Analytical thinking

Collaboration

Data-driven decision making

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Commercial Sales & Service professional to cultivate relationships with a portfolio of small business clients and drive growth through consultative sales and proactive networking.

The role emphasizes building relationships, expanding wallet share, and delivering tailored financial solutions while maintaining high service standards. A post-secondary degree and several years of experience are expected.