Strategic Small Business Banking Relationship Lead

BMO U.S.

Minooka (IL)

In loco

USD 65.000 - 140.000

Tempo pieno

4 giorni fa

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Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Descrizione del lavoro

BMO Financial Group is seeking a talented relationship manager to cultivate and grow a portfolio of small business clients in the United States. You will apply consultative sales and business development techniques, build local networks, and identify opportunities to expand wallet share while delivering exceptional service and guidance on financial solutions.

You will develop strategic business plans, analyze client needs, and cross-sell products while adhering to risk and compliance standards.

Competenze

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 ability to interpret financial statements and drive growth.
Strong knowledge of business banking products, lending processes and loan documentation.
Strong experience with customer sales and service.
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.

Mansioni

Cultivates, builds, and manages relationships with small business clients to grow the pipeline and market share.
Proactively develops and executes sales strategies to attract new business clients and expand relationships.
Develops networks and referrals to ensure ongoing growth of BMO's business.
Generates appointments and opportunities to grow business results through targeted sales efforts.
Delivers exceptional customer service and provides expertise and support.
Identifies prospective customers and cross-sells products and services to meet needs.
Develops, maintains, and executes a business plan to achieve customer retention objectives.
Resolves or escalates issues and provides guidance on implementation of solutions.
Follows risk management frameworks and adheres to policies to protect assets and data.
Collaborates with stakeholders and documents data for governance and reporting.