Strategic Business Relationship Manager

BMO Harris Bank; Milwaukee (WI); 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 Harris Bank in Milwaukee seeks a relationship-focused Commercial Banking professional to cultivate and manage a portfolio of small business clients, driving growth and retention with consultative lending and cash management solutions.

You’ll develop strategies, build networks, and coordinate cross-functional support to deliver exceptional service and credible financial guidance to help clients reach their goals, while adhering to risk and governance standards and staying informed on local

Qualifications

• Typically 4–6 years of relevant experience and post-secondary degree in related field.
• Strong financial analysis skills with ability to interpret financial statements.
• Strong knowledge of business banking products and lending processes.
• Experience in customer sales and service with a consultative approach.
• Proficiency in data analysis, collaboration, and problem solving.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks to grow BMO's business.
• Generates appointments and opportunities through targeted sales efforts.
• Delivers exceptional customer service and builds trust through expertise and responsiveness.
• Identifies prospective customers and cross-sells products to meet needs.
• Develops, maintains, and executes a business plan to achieve retention objectives.
• Understands customer needs and provides financial solutions aligned to goals.
• Resolves issues and escalates when necessary with proper risk governance.

Skills

Strong financial analysis

Business banking knowledge

Customer sales & service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Influence and negotiation

Data-driven decision making

Education

Post-secondary degree in related field

Job description

BMO Harris Bank in Milwaukee seeks a relationship-focused Commercial Banking professional to cultivate and manage a portfolio of small business clients, driving growth and retention with consultative lending and cash management solutions.

You’ll develop strategies, build networks, and coordinate cross-functional support to deliver exceptional service and credible financial guidance to help clients reach their goals, while adhering to risk and governance standards and staying informed on local