Strategic Business Banking Relationship Leader

BMO Financial Group; Elm Grove (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Job summary

BMO Financial Group is seeking a results-driven Banking Relationship Manager in Wisconsin to cultivate and grow a portfolio of small business clients. You will develop strategies, build networks, and deliver tailored financial solutions while maintaining high service standards.

This salaried role emphasizes credit assessments, product knowledge, and proactive relationship management to retain and expand wallet share within the portfolio.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field.
• Strong financial analysis skills to interpret statements, assess creditworthiness, and drive growth.
• Knowledge of business banking products, lending processes, and related policies.
• Proven track record in customer sales and service.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients to grow pipeline and market share.
• Proactively develops and executes sales strategies to attract new business and expand relationships.
• Develops networks and referral sources for ongoing growth.
• Generates appointments and opportunities to drive business results.
• Delivers exceptional customer service and builds trust with clients.
• Identifies risks, ensures compliance, and provides financial solutions aligned to client goals.

Skills

Financial analysis

Sales & service

Communication skills

Analytical thinking

Collaboration

Decision making

Influence

Data-driven decisions

Education

Post-secondary degree

Tools

Banking software

CRM systems

Job description

BMO Financial Group is seeking a results-driven Banking Relationship Manager in Wisconsin to cultivate and grow a portfolio of small business clients. You will develop strategies, build networks, and deliver tailored financial solutions while maintaining high service standards.

This salaried role emphasizes credit assessments, product knowledge, and proactive relationship management to retain and expand wallet share within the portfolio.