Strategic Small Business Banking Partner

BMO; Elk Grove Township (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 Commercial Relationship Manager to cultivate and manage a portfolio of small business clients, driving new business and expanding wallet share through consultative sales and strategic planning.

You will build robust relationships, assess customer needs, cross-sell banking products, and adhere to risk and regulatory requirements while delivering exceptional service. Salary details and benefits are noted in the job description.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Cultivate and manage a portfolio of small business clients to grow revenue.
• Identify opportunities, refer to colleagues as appropriate, and cross-sell banking products.
• Develop and execute sales strategies and business plans to achieve retention and growth.
• Deliver excellent customer service and provide financial guidance.

Skills

Financial analysis

Credit assessment

Sales & service

Data-driven decisions

Communication skills

Collaboration

Analytical thinking

Problem solving

Influence skills

Education

Bachelor's degree

Job description

BMO Financial Group is seeking a Commercial Relationship Manager to cultivate and manage a portfolio of small business clients, driving new business and expanding wallet share through consultative sales and strategic planning.

You will build robust relationships, assess customer needs, cross-sell banking products, and adhere to risk and regulatory requirements while delivering exceptional service. Salary details and benefits are noted in the job description.