Strategic SMB Business Banking Relationship Manager

BMO; New Berlin (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO is seeking a Relationship Manager focused on small business clients in the New Berlin, WI area. You will cultivate and manage client relationships, provide financial solutions, and drive new business opportunities through targeted sales efforts.

Qualifications include 4–6 years of relevant experience and a post-secondary degree. This salaried role may include commissions, with benefits like health insurance, tuition reimbursement, life insurance, and retirement plans.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree in a related field.
• Strong financial analysis skills with ability to interpret financial statements.
• Knowledge of business banking products, lending processes and policy.
• Proven track record in customer sales and service.
• Excellent verbal and written communication; strong collaboration and problem-solving ability.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients to grow pipeline.
• Identifies opportunities, develops sales strategies, and refers to colleagues as needed.
• Develops business plans and relationship management strategies to achieve retention.
• Cross-sell products and services to meet client needs and expand wallet share.
• Delivers expert advice on financial solutions and handles inquiries with accuracy.

Skills

Financial analysis

Business banking products

Customer sales & service

Verbal & written communication

Collaboration

Analytical thinking

Influence skills

Data-driven decision making

Education

Post-secondary degree or equivalent experience

Job description

BMO is seeking a Relationship Manager focused on small business clients in the New Berlin, WI area. You will cultivate and manage client relationships, provide financial solutions, and drive new business opportunities through targeted sales efforts.

Qualifications include 4–6 years of relevant experience and a post-secondary degree. This salaried role may include commissions, with benefits like health insurance, tuition reimbursement, life insurance, and retirement plans.