Business Banking Relationship Manager

🕒 September 25

🌽 Illinois – Remote

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💵 $65k - $140k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

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Logo of BMO

BMO

10,000+ employees

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $142.9M Post IPO debt on 2025-11

Banking • Finance

BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.

📋 Description

• Cultivate, build, and manage relationships with a portfolio of small business clients • Build a pipeline of new business and increase BMO’s market share • Develop and execute sales strategies to attract new business clients and expand existing relationships • Develop internal and external networks and referral sources • Generate appointments and opportunities through targeted sales efforts • Develop, maintain, and execute business and relationship management plans • Identify prospective customers and cross-sell products and services • Understand customer needs and offer financial solutions aligned with customer goals • Provide expertise, responsive service, advice, and support • Resolve or escalate issues • Develop solutions and recommendations based on business strategy and stakeholder needs • Analyze data and information to provide insights and recommendations • Monitor and track performance and address issues • Coordinate database management in accordance with data governance standards • Build change management plans and lead or participate in change management activities • Support operational program planning and implementation • Execute timely, accurate, and efficient service • Support development and promotion of business/group programs • Follow security, fraud-prevention, money-laundering, risk-management, confidentiality, and regulatory procedures

🎯 Requirements

• Typically between 4 - 6 years of relevant experience • Post-secondary degree in related field of study or an equivalent combination of education and experience • Strong financial analysis skills • Ability to interpret financial statements • Ability to assess creditworthiness • Strong knowledge of business banking products, lending processes, loan documentation, and supporting policies, procedures, and technologies • Strong experience with customer sales and service • Technical proficiency gained through education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills • In-depth data-driven decision-making skills • Ability to follow security, safeguarding, regulatory, risk management, and confidentiality requirements

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones

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