Strategic Small-Business Banking Relationship Manager

Bank N.A.; Milwaukee (WI); On-site; USD 65,000 - 140,000; Full time

Job summary

BMO Financial Group in Milwaukee seeks a Commercial Relationship Manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales, develop long-term relationships, and provide financial solutions aligned with client goals.

You will build pipelines, cross-sell products, and maintain high service standards while ensuring compliance with bank policies and risk management frameworks. Strong communication and analytical skills are essential.

Qualifications

• Strong financial analysis skills with ability to interpret financial statements and assess creditworthiness.
• Strong knowledge of business banking products, lending processes and loan documentation.
• Experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Strong verbal and written communication skills; in-depth.
• In-depth collaboration and teamwork skills.
• Analytical and problem-solving skills in-depth.
• Influence skills; data-driven decision making.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business.
• Proactively develops and executes sales strategies to attract new business clients.
• Develops internal and external networks and referral sources for growth.
• Generates opportunities to grow business results through targeted sales efforts.
• Develops and executes a business plan to achieve customer retention objectives.
• Identifies prospective customers and cross-sells products and services.
• Delivers exceptional service and builds trust through expertise and responsiveness.
• Understands local market and develops relationships with centers of influence.
• Resolves issues and provides guidance on implementation of solutions.
• Monitors performance and ensures data governance alignment.

Skills

Financial analysis

Business banking products

Sales & service

Technical proficiency

Verbal & written communication

Team collaboration

Analytical thinking

Influence skills

Data-driven decisions

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Milwaukee seeks a Commercial Relationship Manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales, develop long-term relationships, and provide financial solutions aligned with client goals.

You will build pipelines, cross-sell products, and maintain high service standards while ensuring compliance with bank policies and risk management frameworks. Strong communication and analytical skills are essential.