Strategic Business Banking Relationship Manager

BMO U.S.; Manhattan (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 driven Banking Professional to cultivate and manage relationships with a portfolio of small business clients. You will develop sales strategies, attract new business, and cross-sell products to meet client needs while maintaining regulatory and risk standards.

You will leverage financial analysis skills and deep product knowledge to interpret statements, assess credit, and propose financial solutions.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Develops, maintains, and executes a business plan to achieve customer retention objectives and grow wallet share within the assigned portfolio.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Delivers exceptional customer service and builds trust by providing expertise and responsive support.
• Understanding local market and proactively develops relationships with centers of influence.
• Responds to inquiries and provides accurate information about business banking products and services.
• Resolves or escalates issues and provides guidance on implementation of solutions.
• Coordinates data governance and analyzes performance to inform strategy and risk management.
• Builds and executes change management plans and supports operational programs.
• Executes work to deliver timely, accurate, and efficient service.

Skills

Financial analysis

Business banking products

Customer sales & service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Problem solving

Influence skills

Data-driven decision making

Education

Post-secondary degree in related field

Tools

CRM systems

Job description

BMO Financial Group is seeking a driven Banking Professional to cultivate and manage relationships with a portfolio of small business clients. You will develop sales strategies, attract new business, and cross-sell products to meet client needs while maintaining regulatory and risk standards.

You will leverage financial analysis skills and deep product knowledge to interpret statements, assess credit, and propose financial solutions.