Strategic Small-Business Banking Relationship Lead

BMO U.S.; Appleton (WI); 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 results-oriented Relationship Manager to cultivate and manage a portfolio of small business clients in the Wisconsin area. You will build pipeline, apply consultative sales techniques, and collaborate with colleagues to expand wallet share and drive growth.

Responsibilities include developing strategies, cross-selling financial products, delivering exceptional service, and maintaining strong client relationships while adhering to risk, governance, and data

Qualifications

• Typically 4–6 years of relevant experience with a post-secondary degree.
• Strong financial analysis skills and ability to interpret statements.
• Strong knowledge of business banking products and lending processes.
• Experience in sales and client service.
• Excellent verbal and written communication; strong collaboration skills.
• Data-driven decision making and analytical problem solving.

Responsibilities

• Cultivates and manages relationships with small business clients to grow pipeline.
• Develops and executes sales strategies to attract new clients.
• Identifies opportunities and cross-sells products and services.
• Develops a business plan including relationship management for retention.
• Delivers exceptional customer service and builds client trust.
• Reasons about market, analyzes data, and provides insights.
• Manages data, ensures data governance alignment.
• Supports change management and program implementation.

Skills

Financial analysis

Sales experience

Customer service

Communication skills

Collaboration

Analytical thinking

Problem solving

Influence skills

Data-driven decision making

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a results-oriented Relationship Manager to cultivate and manage a portfolio of small business clients in the Wisconsin area. You will build pipeline, apply consultative sales techniques, and collaborate with colleagues to expand wallet share and drive growth.

Responsibilities include developing strategies, cross-selling financial products, delivering exceptional service, and maintaining strong client relationships while adhering to risk, governance, and data