Business Banking Relationship Manager

BMO U.S.

. Cultivate, build, and manage relationships with a portfolio of small business clients .

Posted 9/29/2026full-timeFishers • United StatesMid-LevelSenior💰 $65,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial analysis skills, with the ability to interpret financial statements and assess creditworthiness. Proven expertise in business banking products, customer sales, and service, along with effective relationship management and data-driven decision-making.

Highest-signal resume keywords

Financial AnalysisBusiness Banking ProductsCustomer Sales and ServiceData-Driven Decision-MakingRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInterpret Financial StatementsAssess CreditworthinessBusiness Banking Products KnowledgeLending ProcessesLoan DocumentationData AnalysisProblem-SolvingConsultative SalesSales Strategy Development

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationInfluence SkillsCustomer Service

Tools & Technologies

Database ManagementData Governance Standards

Industry Keywords

Risk ManagementChange ManagementRegulatory RequirementsOperational Program PlanningMarket Share Expansion

About the role

Key responsibilities & impact

Cultivate, build, and manage relationships with a portfolio of small business clients
Build a pipeline of new business and increase BMO’s market share
Apply consultative sales and business development practices for an assigned jurisdiction or portfolio
Identify opportunities and refer them to BMO colleagues as appropriate
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 plans and relationship management strategies
Identify prospective customers and cross-sell products and services
Develop 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 accurate 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 implementation of solutions
Analyze data and information to provide insights and recommendations
Monitor and track performance and address issues
Coordinate database management in adherence 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 work to deliver timely, accurate, and efficient service
Support development and promotion of business/group programs
Follow security, safeguarding, risk management, and due diligence procedures
Maintain confidentiality of customer and Bank information
Identify risks and complete documentation and regulatory requirements
Work independently on complex tasks and solve problems within established rules
Make sound, risk-informed decisions aligned with business strategy and applicable policies and regulations

Requirements

What you’ll need

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 and loan documentation
Knowledge of 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 laws, regulations, policies, procedures, standards, and ethical requirements

Benefits

Comp & perks

Performance-based incentives
Discretionary bonuses
Other perks and rewards
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
Equal employment opportunity
Reasonable accommodations for individuals with disabilities