Strategic Small-Business Banking Partner

BMO U.S.; Chicago (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 in the United States is seeking a seasoned Relationship Manager to cultivate and grow a portfolio of small business clients in the Chicago area. You will apply consultative sales and business development tactics to attract new business, deepen existing relationships, and deliver tailored financial solutions.

The role requires strong financial analysis, knowledge of business banking products, and the ability to collaborate across teams to drive growth, maintain data integrity,

Qualifications

• Typically requires 4–6 years of relevant experience and post-secondary degree.
• Strong financial analysis skills to interpret financial statements and assess creditworthiness.
• Deep knowledge of business banking products, lending processes, and related policies.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Develops sales strategies to attract new business and expand existing relationships.
• Identifies opportunities and cross-sells products and services to meet client needs.
• Delivers exceptional customer service and builds trust with clients.
• Ensures data governance and reporting accuracy across portfolios.

Skills

Financial analysis

Business banking products

Sales & service

Technical proficiency

Communication skills

Collaboration

Analytical thinking

Influence

Data-driven decisions

Education

Post-secondary degree

Job description

BMO Financial Group in the United States is seeking a seasoned Relationship Manager to cultivate and grow a portfolio of small business clients in the Chicago area. You will apply consultative sales and business development tactics to attract new business, deepen existing relationships, and deliver tailored financial solutions.

The role requires strong financial analysis, knowledge of business banking products, and the ability to collaborate across teams to drive growth, maintain data integrity,