Strategic Small-Business Banking Partner

BMO U.S.; Illinois; On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Accident and life insurance

Job summary

BMO Financial Group is seeking an experienced Relationship Manager to cultivate and manage a portfolio of small business clients in the United States. You will build a pipeline of new business, provide expert financial guidance, and cross-sell banking solutions while delivering exceptional service.

Key duties include developing strategic plans, expanding wallet share, and maintaining strong client relationships with a focus on risk management and regulatory adherence.

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

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share.
• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
• Answers inquiries and provides accurate information about business banking products and services.

Skills

Financial analysis

Sales & service

Data-driven decisions

Communication skills

Analytical thinking

Collaboration

Influence skills

Technical proficiency

Business banking knowledge

Education

Post-secondary degree

Job description

BMO Financial Group is seeking an experienced Relationship Manager to cultivate and manage a portfolio of small business clients in the United States. You will build a pipeline of new business, provide expert financial guidance, and cross-sell banking solutions while delivering exceptional service.

Key duties include developing strategic plans, expanding wallet share, and maintaining strong client relationships with a focus on risk management and regulatory adherence.