Strategic Business Banking Relationship Manager

bmo; Milwaukee (WI); On-site; USD 65,000 - 140,000; Full time

Job summary

BMO Financial Group is seeking a seasoned Relationship Manager in Milwaukee, WI to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development to build a pipeline and expand relationships.

Drive growth by developing strategies, cross-selling products, and delivering first-class service. You will leverage market knowledge to build trust and provide finance solutions that meet client goals, while adhering to risk controls and data

Qualifications

• 4–6 years of relevant experience and a post‑secondary degree in a related field.
• Strong financial analysis skills with ability to interpret financials and drive growth.
• Strong knowledge of business banking products, lending processes, and documentation.
• Strong customer sales and service experience.
• Professional proficiency with data and technology tools.
• Excellent verbal and written communication, collaboration, and analytical skills.
• Ability to influence and make data-driven decisions.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients to grow the portfolio.
• Develops and executes sales strategies to attract new clients and expand relationships.
• Develops networks and referral sources to drive growth in BMO's business.
• Generates appointments and opportunities to improve business results.
• Manages business plans and relationship strategies to achieve retention objectives.
• Identifies prospective customers and cross-sells products to meet needs.
• Delivers expert guidance and trust to clients as a relationship manager.
• Understands local market and builds relationships with centers of influence.
• Provides exceptional customer service and accurate information about products.
• Maintains long-term profitable relationships and expands wallet share.
• Resolves inquiries and provides financial solutions aligned with customer goals.
• Analyzes data to provide insights and recommendations for strategy.

Skills

Financial analysis

Business banking products

Sales & client service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical/problem solving

Influence

Data-driven decisions

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a seasoned Relationship Manager in Milwaukee, WI to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development to build a pipeline and expand relationships.

Drive growth by developing strategies, cross-selling products, and delivering first-class service. You will leverage market knowledge to build trust and provide finance solutions that meet client goals, while adhering to risk controls and data