Strategic Small Business Banking Partner

BMO U.S.; Channahon (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 skilled relationship manager to cultivate and grow a portfolio of small business clients in the United States. You will apply consultative sales and business development practices, build networks, and drive new business while expanding wallet share.

Responsibilities include delivering exceptional service, cross-selling financial products, and developing long-term client relationships. Strong communication, analytical, and problem-solving skills are essential.

Qualifications

• Strong financial analysis skills and ability to interpret financial data.
• Knowledge of business banking products, lending processes, and policy.
• Experience with customer sales and service and building relationships.
• Excellent verbal and written communication and collaboration skills.
• Analytical thinking, problem solving, and data-driven decision making.

Responsibilities

• Cultivates and manages relationships with small business clients.
• Develops sales strategies to attract new business and expand existing relationships.
• Generates appointments and opportunities through targeted sales efforts.
• Provides advice and guidance on financial solutions to meet client goals.
• Manages pipelines, performs risk considerations, and ensures customer retention.

Skills

Financial analysis

Business banking knowledge

Sales and client development

Communication skills

Collaboration

Analytical/problem solving

Data-driven decision making

Influence skills

Education

Post-secondary degree or equivalent

Job description

BMO Financial Group is seeking a skilled relationship manager to cultivate and grow a portfolio of small business clients in the United States. You will apply consultative sales and business development practices, build networks, and drive new business while expanding wallet share.

Responsibilities include delivering exceptional service, cross-selling financial products, and developing long-term client relationships. Strong communication, analytical, and problem-solving skills are essential.