Strategic Business Banking Relationship Manager

BMO U.S.; Milwaukee (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in Milwaukee, WI is seeking a seasoned relationship manager to cultivate and expand a portfolio of small business clients. You will build pipelines, deliver tailored financial solutions, and grow wallet share while adhering to risk and governance standards.

The role emphasizes consultative sales, cross-selling, and collaboration with internal partners to meet client goals and improve market share in the Midwest region.

Qualifications

• Typically requires post-secondary degree or equivalent experience.
• 4–6 years of relevant experience in financial services or business banking.
• Strong knowledge of lending processes and loan documentation.
• Proven ability to grow client relationships and manage risk.
• Exceptional communication and collaboration skills.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients to grow pipeline and market share.
• Develops sales strategies to attract new business and expand existing relationships.
• Cross-sells products and services to meet client needs while maintaining risk controls.
• Delivers exceptional customer service and builds trust through expertise and responsiveness.
• Coordinates with internal partners to implement solutions and drive growth.

Skills

Financial analysis

Lending & loan knowledge

Sales & service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Influence

Data-driven decision making

Education

Post-secondary degree

4-6 years of relevant experience

Job description

BMO Financial Group in Milwaukee, WI is seeking a seasoned relationship manager to cultivate and expand a portfolio of small business clients. You will build pipelines, deliver tailored financial solutions, and grow wallet share while adhering to risk and governance standards.

The role emphasizes consultative sales, cross-selling, and collaboration with internal partners to meet client goals and improve market share in the Midwest region.