Strategic Small Business Banking Relationship Manager

BMO U.S.; New Lenox (IL); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States (IL) seeks a results-driven relationship manager to cultivate a portfolio of small business clients and grow market share. You will apply consultative sales techniques, develop client networks, and deliver tailored financial solutions to meet customer goals.

Ideal candidates have strong financial analysis, knowledge of business banking products, and a proven track record in sales and service.

Qualifications

• Typically 4–6 years of relevant experience and post-secondary degree in related field or equivalent.
• Strong financial analysis skills with ability to interpret financial statements and assess creditworthiness.
• Strong knowledge of business banking products, lending processes, loan documentation, policies and technologies.
• Strong experience with customer sales and service.
• Verbal & written communication skills – in-depth.
• Collaboration & teamwork – 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.
• Develops and executes sales strategies to attract new business clients and expand relationships.
• Develops internal and external networks to ensure growth of the business.
• Generates appointments and opportunities to grow results through targeted sales efforts.
• Delivers exceptional customer service and builds trust with clients.
• Identifies prospective customers and cross-sells products and services.
• Understands customer needs and offers financial solutions to meet goals.
• Resolves or escalates issues and ensures regulatory compliance.
• Develops and executes a business plan to achieve customer retention objectives.
• Coordinates data governance and analyzes performance to provide insights.

Skills

Financial analysis

Business banking knowledge

Sales & service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Influence

Data driven decisions

Education

Post-secondary degree in related field

Equivalent combination of education & experience

Job description

BMO Financial Group in the United States (IL) seeks a results-driven relationship manager to cultivate a portfolio of small business clients and grow market share. You will apply consultative sales techniques, develop client networks, and deliver tailored financial solutions to meet customer goals.

Ideal candidates have strong financial analysis, knowledge of business banking products, and a proven track record in sales and service.