Strategic Small Business Relationship Manager

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

Job summary

BMO Financial Group is seeking an experienced business banking relationship manager to cultivate and expand a portfolio of small business clients in the U.S. The role focuses on building lasting relationships, attracting new business, and cross-selling financial products.

You will develop strategies, manage an assigned portfolio, and provide expert guidance while ensuring regulatory compliance and high service levels. A post-secondary degree and strong analytical skills are required.

Qualifications

• Strong financial analysis skills to interpret statements and provide actionable insights.
• Knowledge of business banking products, lending processes, and loan documentation.
• Extensive experience with customer sales and service.
• Excellent verbal and written communication skills.
• Proven collaboration, analytical, and problem-solving abilities.
• Ability to make data-driven decisions.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to grow the pipeline and market share.
• Develops and executes sales strategies to attract new business and expand existing relationships.
• Generates appointments and opportunities to drive business results.
• Identifies prospective customers and cross-sells additional products and services.
• Develops and maintains a business plan with relationship management strategies to retain customers.
• Delivers exceptional customer service and builds trust by providing expertise and responsive support.

Skills

Financial analysis

Business banking products

Sales & service

Credit assessment

Communication skills

Data-driven decisions

Education

Post-secondary degree

Job description

BMO Financial Group is seeking an experienced business banking relationship manager to cultivate and expand a portfolio of small business clients in the U.S. The role focuses on building lasting relationships, attracting new business, and cross-selling financial products.

You will develop strategies, manage an assigned portfolio, and provide expert guidance while ensuring regulatory compliance and high service levels. A post-secondary degree and strong analytical skills are required.