Business Banking Relationship Manager

🔥 53 minutes ago

🌽 Illinois – Remote

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💵 $65k - $140k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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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 additional products and services • Build client rapport, credibility, and trust • Understand the local market and develop relationships with centres of influence • Deliver exceptional customer service and provide expertise, responsive service, and support • Expand wallet share within the assigned portfolio • Answer inquiries and provide information about business banking products and services • Understand customer needs and offer financial solutions • Resolve or escalate issues • Develop solutions and recommendations based on business strategy and stakeholder needs • Provide advice and guidance on solution implementation • 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 • Provide input into operational program planning and implementation • Execute timely, accurate, and efficient service • Support development and promotion of business/group programs • Follow security, safeguarding, fraud-prevention, confidentiality, risk-management, and regulatory procedures • Make sound, risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

🎯 Requirements

• Typically 4–6 years of relevant experience • Post-secondary degree in a 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, 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 comply with applicable policies, laws, regulations, security, safeguarding, confidentiality, and regulatory requirements

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Other perks and rewards • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Reasonable accommodations for individuals with disabilities

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