Strategic Business Banking Relationship Manager

Socket.dev; Frankfort (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 in Illinois is seeking a Commercial Sales & Service professional to cultivate and manage a portfolio of small business clients, driving new business and expanding market share. You will apply consultative sales and relationship management practices to deliver tailored financial solutions.

The role emphasizes proactive sales planning, strong communication, and collaboration across teams to meet client goals, while adhering to risk and data governance standards.

Qualifications

• Strong financial analysis skills, interpret financial statements, assess creditworthiness, provide actionable insights to drive growth and mitigate risk.
• Strong knowledge of business banking products, lending processes, and related policies and technologies.
• Experience with customer sales and service with a consultative approach.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks to ensure growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops a business plan with relationship management strategies to achieve customer retention objectives.
• Identifies prospective customers and cross-sells products and services to meet needs.
• Delivers exceptional customer service and builds trust with clients.

Skills

Financial analysis

Credit analysis

Business banking knowledge

Sales and service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence skills

Data-driven decision making

Education

Post-secondary degree

Job description

BMO Financial Group in Illinois is seeking a Commercial Sales & Service professional to cultivate and manage a portfolio of small business clients, driving new business and expanding market share. You will apply consultative sales and relationship management practices to deliver tailored financial solutions.

The role emphasizes proactive sales planning, strong communication, and collaboration across teams to meet client goals, while adhering to risk and data governance standards.