Strategic Business Banking Partner

BMO U.S.; Orland Park (IL); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability & life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Relationship Manager to cultivate and manage a portfolio of small business clients, aiming to build a pipeline of new business opportunities and expand market share. The role applies consultative sales and business development practices, while understanding customer needs and offering financial solutions.

The position emphasizes developing networks, delivering exceptional customer service, and cross-selling products within an assigned portfolio.

Qualifications

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

Responsibilities

• Cultivates and manages relationships with small business clients to grow pipeline and market share.
• Develops and executes sales strategies to attract new business clients.
• Identifies opportunities and cross-sells products and services.
• Delivers exceptional customer service and builds client trust.
• Maintains and executes a business plan to achieve retention and growth objectives.
• Works with data and stakeholders to provide insights and recommendations.

Skills

Financial analysis

Sales & service

Credit & risk

Data-driven decisions

Communication skills

Team collaboration

Education

Bachelor's degree

Tools

CRM systems

Data analysis tools

Job description

BMO Financial Group is seeking a Relationship Manager to cultivate and manage a portfolio of small business clients, aiming to build a pipeline of new business opportunities and expand market share. The role applies consultative sales and business development practices, while understanding customer needs and offering financial solutions.

The position emphasizes developing networks, delivering exceptional customer service, and cross-selling products within an assigned portfolio.