Strategic Small-Business Banking Partner

BMO U.S.; Frankfort (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 senior relationship manager to cultivate and manage a portfolio of small business clients in Illinois. You will build a sales pipeline, develop strategies to attract new customers, and expand wallet share through cross-selling tailored financial solutions.

You will network with centers of influence, deliver exceptional service, and advise clients on lending products and risk considerations.

Qualifications

• Typically 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

• Cultivates, builds, and manages relationships with a portfolio of small business clients to grow pipeline and market share.
• Proactively develops and executes sales strategies to attract new business and expand existing relationships.
• Develops networks and referral sources to ensure ongoing growth of BMO's business.
• Generates appointments and opportunities through targeted sales efforts.
• Develops and executes a business plan to achieve customer retention objectives.
• Identifies prospective customers and cross-sells products and services to meet their needs.
• Delivers exceptional customer service and builds trust with clients.
• Understands local market and builds relationships with centers of influence.
• Resolves or escalates issues and provides guidance on implementation of solutions.
• Monitors performance and ensures data governance and operational integrity.

Skills

Financial analysis

Business development

Customer sales & service

Verbal & written communication

Collaboration & teamwork

Data-driven decision making

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Financial Group in the United States is seeking a senior relationship manager to cultivate and manage a portfolio of small business clients in Illinois. You will build a sales pipeline, develop strategies to attract new customers, and expand wallet share through cross-selling tailored financial solutions.

You will network with centers of influence, deliver exceptional service, and advise clients on lending products and risk considerations.