Strategic SME Banking Relationship Manager

BMO U.S.; Oshkosh (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 Financial Group in the United States seeks a relationship manager for small business clients to build a pipeline and expand market share. You will apply consultative sales and business development practices, develop networks, and deliver tailored financial solutions while managing risk and ensuring exceptional client service.

This role emphasizes strategic relationship growth, cross-selling, and adherence to policy, with a strong focus on local market development in Wisconsin.

Qualifications

• Typically 4–6 years of relevant experience with a post-secondary degree or equivalent.
• Strong financial analysis skills to interpret financial statements and assess creditworthiness.
• Knowledge of business banking products, lending processes and policies.
• Proven sales and service experience with clients.
• Excellent verbal and written communication; collaboration and analytical thinking.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients to grow pipeline and market share.
• Develops and executes sales strategies to attract new business and expand relationships.
• Builds internal/external networks and referrals for continued growth.
• Generates appointments and opportunities through targeted sales efforts.
• Provides advice and guidance on financial solutions to meet client goals.
• Ensures risk controls and adheres to policy while delivering exceptional service.

Skills

Financial analysis

Credit analysis

Business banking knowledge

Sales experience

Customer service

Communication skills

Collaboration

Analytical thinking

Data-driven decisions

Risk awareness

Education

Bachelor's degree or equivalent

Tools

CRM systems

Data governance tools

Job description

BMO Financial Group in the United States seeks a relationship manager for small business clients to build a pipeline and expand market share. You will apply consultative sales and business development practices, develop networks, and deliver tailored financial solutions while managing risk and ensuring exceptional client service.

This role emphasizes strategic relationship growth, cross-selling, and adherence to policy, with a strong focus on local market development in Wisconsin.