Strategic Small Business Banking Partner

BMO; Crystal Lake (IL); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO is seeking a relationship-focused banker to cultivate and grow a portfolio of small business clients in the U.S. The role emphasizes consultative sales, risk-aware growth, and building long-term relationships to expand wallet share.

You will develop business plans, identify opportunities, and coordinate with specialists to deliver tailored financial solutions while delivering exceptional client service.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree.
• Strong financial analysis skills to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth.
• Knowledge of business banking products, lending processes, and loan documentation, and supporting policies and technologies.
• Proven sales and service experience; strong verbal and written communication.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients to grow pipeline.
• Develops and executes sales strategies to attract new business and expand relationships.
• Cross-sells products and services to meet client needs.
• Provides guidance on solutions and maintains client trust; delivers exceptional service.

Skills

Financial analysis

Business banking knowledge

Sales & service

Communication skills

Education

Post-secondary degree

Job description

BMO is seeking a relationship-focused banker to cultivate and grow a portfolio of small business clients in the U.S. The role emphasizes consultative sales, risk-aware growth, and building long-term relationships to expand wallet share.

You will develop business plans, identify opportunities, and coordinate with specialists to deliver tailored financial solutions while delivering exceptional client service.