Strategic Small Business Banking Partner

Bank N.A.; Whitefish Bay (WI); Vor Ort; USD 65.000 - 140.000; Vollzeit

Zusammenfassung

BMO Financial Group in Wisconsin seeks a seasoned Relationship Manager to cultivate and manage a portfolio of small business clients, driving new business and expanding wallet share with expert consultative sales. You will deliver responsive service, build trust, and use data-driven insights to inform strategy.

The role emphasizes ownership of client relationships, cross-selling, and collaboration with internal teams to support growth and risk management.

Qualifikationen

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field.
• Strong financial analysis skills with ability to interpret financial statements and drive growth.
• Strong knowledge of business banking products, lending processes, and related policies.
• Experience with customer sales and service.
• Verbal & written communication skills - In-depth.
• Analytical and problem solving skills - In-depth.

Aufgaben

• 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 to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.

Kenntnisse

Financial analysis

Business banking knowledge

Sales & service

Technical proficiency

Communication skills

Collaboration & teamwork

Analytical thinking

Problem solving

Influence skills

Data-driven decisions

Ausbildung

Post-secondary degree in related field

Jobbeschreibung

BMO Financial Group in Wisconsin seeks a seasoned Relationship Manager to cultivate and manage a portfolio of small business clients, driving new business and expanding wallet share with expert consultative sales. You will deliver responsive service, build trust, and use data-driven insights to inform strategy.

The role emphasizes ownership of client relationships, cross-selling, and collaboration with internal teams to support growth and risk management.