Strategic SMB Relationship Manager

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group in New Berlin, Wisconsin, 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 techniques to grow the client base and increase market share.

Responsibilities include developing sales strategies, networking, scheduling opportunities, and delivering tailored financial solutions while maintaining high service standards and compliance with

Qualifications

• Typically between 4 - 6 years of relevant experience in related field or equivalent.
• Strong financial analysis skills with ability to interpret statements and drive growth.
• Knowledge of business banking products, lending processes and documentation.

Responsibilities

• Develops and executes sales strategies to attract new business clients and expand relationships.
• Builds networks and referrals to grow BMO's business.
• Generates appointments and opportunities to increase results.
• Maintains a business plan and relationship management strategies for customer retention.
• Cross-sells products and services to meet client needs.
• Provides expert advice and guidance to clients on implementation of solutions.

Skills

Financial analysis

Business banking knowledge

Sales & service

Communication skills

Analytical problem solving

Data-driven decision making

Education

Post-secondary degree

Job description

BMO Financial Group in New Berlin, Wisconsin, 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 techniques to grow the client base and increase market share.

Responsibilities include developing sales strategies, networking, scheduling opportunities, and delivering tailored financial solutions while maintaining high service standards and compliance with