Strategic Small-Business Banking Partner

BMO; Elk Grove Village (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 seeks a Commercial Sales & Service professional in Illinois to cultivate and manage relationships with small business clients, building a pipeline of new business. You will apply consultative sales techniques, identify opportunities, cross-sell products, and develop plans to retain customers and expand wallet share.

The role emphasizes strategic relationship management, risk awareness, and delivering responsive, expert service to drive growth in the local market.

Qualifications

• 4–6 years of relevant experience and a post-secondary degree.
• Strong financial analysis skills; interpret financial statements and provide insights.
• Strong knowledge of business banking products, lending processes and policies.
• Experience with customer sales and service.
• Excellent verbal and written communication; collaboration and analytical skills.

Responsibilities

• Cultivate, build, and manage a portfolio of small business clients.
• Develop and execute a business plan to achieve customer retention and growth.
• Identify prospective customers and cross-sell products/services.
• Provide consultative advice aligned with business strategy and stakeholder needs.
• Deliver exceptional service, build trust, and protect client assets.

Skills

Financial analysis

Business banking products

Lending processes

Customer sales

Communication

Collaboration

Analytical thinking

Influence

Data-driven decisions

Education

Post-secondary degree

Job description

BMO Financial Group seeks a Commercial Sales & Service professional in Illinois to cultivate and manage relationships with small business clients, building a pipeline of new business. You will apply consultative sales techniques, identify opportunities, cross-sell products, and develop plans to retain customers and expand wallet share.

The role emphasizes strategic relationship management, risk awareness, and delivering responsive, expert service to drive growth in the local market.