Strategic SMB Banking Relationship Leader

BMO; West Bend (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 is seeking a Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients. You will apply consultative sales and business development practices to attract new business and expand existing relationships.

Responsibilities include developing networks, cross-selling products, and delivering exceptional service while understanding local markets and maintaining data governance and risk controls.

Qualifications

• Strong financial analysis skills with ability to interpret financial statements and drive growth.
• Knowledge of business banking products, lending processes, and related policies.
• Experience in customer sales and service is essential.
• Proven analytical and problem-solving abilities.
• Excellent verbal and written communication; collaboration and teamwork.

Responsibilities

• Cultivate, build, and manage a portfolio of small business clients to grow the pipeline.
• Apply consultative sales and business development practices to attract new business.
• Identify opportunities, cross-sell products, and expand wallet share while managing risk.

Skills

Strong financial analysis skills

Business banking product knowledge

Sales and customer service experience

Analytical and problem-solving skills

Verbal & written communication skills

Education

Post-secondary degree in related field

Job description

BMO is seeking a Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients. You will apply consultative sales and business development practices to attract new business and expand existing relationships.

Responsibilities include developing networks, cross-selling products, and delivering exceptional service while understanding local markets and maintaining data governance and risk controls.