Business Banking Relationship Manager

BMO U.S.

Business Banking Relationship Manager cultivating relationships with small business clients. Expanding BMO's market share through sales strategies and exceptional customer service in a collaborative role.

Posted 5/28/2026full-timeAppleton • Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $51,800 - $95,900 per yearWebsite

About the role

Key responsibilities & impact

Cultivates, builds, and manages relationships with a portfolio of small business clients
Applies professional consultative sales and business development practices
Actively identifies opportunities and refers to BMO colleagues
Proactively develops and executes sales strategies to attract new business clients
Develops internal and external networks and referral sources to ensure ongoing growth
Generates appointments and opportunities to grow business results through targeted sales efforts
Develops, maintains, and executes a business plan to achieve customer retention objectives

Requirements

What you’ll need

Typically between 4 - 6 years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
Strong financial analysis skills
Strong knowledge of business banking products, lending processes and loan documentation
Strong experience with customer sales and service
Technical proficiency

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbusiness banking productslending processesloan documentationcustomer salescustomer servicesales strategiesbusiness plan developmentconsultative salesbusiness development

Soft Skills

relationship managementnetworkingcommunicationproactive approachstrategic thinkingconsultative skillsclient retentionopportunity identificationtargeted sales effortscollaboration