Strategic Business Relationships Manager

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Financial Group is seeking a Commercial Sales & Service professional in Milwaukee to cultivate and manage relationships with small business clients. You will apply consultative sales and business development practices to expand the bank's market share and cross-sell financial products.

The role requires 4–6 years of experience, strong financial analysis, and excellent communication and collaboration skills.

Qualifications

• Typically 4–6 years of relevant experience with a post-secondary degree or equivalent experience.
• Strong financial analysis skills to interpret statements, assess creditworthiness, and drive growth.
• Solid knowledge of business banking products, lending processes, and related policies.
• Experience with customer sales and service.
• Technical proficiency gained through education or experience.
• Excellent verbal & written communication; strong collaboration and teamwork.
• Analytical and problem-solving capabilities; able to influence decisions.
• Data-driven decision making is essential.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand relationships.
• Identifies opportunities and cross-sells products to meet client needs.
• Builds and maintains a business plan to achieve retention and growth targets.
• Delivers exceptional customer service and earns client trust as a relationship manager.
• Across the portfolio, analyzes data, monitors performance, and reports insights.
• Ensures data governance and coordinates data management activities.

Skills

Sales

Financial analysis

Customer service

Communication

Collaboration

Analytical skills

Influence

Data-driven decisions

Education

Post-secondary degree

Tools

Financial systems

Job description

BMO Financial Group is seeking a Commercial Sales & Service professional in Milwaukee to cultivate and manage relationships with small business clients. You will apply consultative sales and business development practices to expand the bank's market share and cross-sell financial products.

The role requires 4–6 years of experience, strong financial analysis, and excellent communication and collaboration skills.