Business Banking Relationship Manager

BMO U.S.

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

Posted 9/18/2026full-timeFrankfort • Illinois • United StatesMid-LevelSenior💰 $65,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial analysis skills and the ability to interpret financial statements while effectively managing client relationships and executing sales strategies. Proficient in business banking products and lending processes, with a focus on delivering exceptional customer service and data-driven decision-making.

Highest-signal resume keywords

Financial Analysis SkillsBusiness Banking Products KnowledgeCustomer Sales and Service ExperienceData-Driven Decision-Making SkillsRelationship Management Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCreditworthiness AssessmentLoan DocumentationBusiness Banking ProductsSales Strategy DevelopmentData AnalysisPerformance MonitoringRisk ManagementChange ManagementOperational Integrity

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationProblem-SolvingInfluence

Industry Keywords

Market ShareClient RapportCustomer ServiceStakeholder NeedsData GovernanceOperational Program PlanningFraud PreventionConfidentialityRegulatory ComplianceBusiness Strategy

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
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 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 and maintain long-term profitable relationships
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 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, safeguarding, risk management, regulatory, confidentiality, and fraud-prevention procedures
Identify risks and take appropriate actions to maintain operational integrity
Exercise judgment and independently resolve complex tasks

Requirements

What you’ll need

Typically 4–6 years of relevant experience
Post-secondary degree in a related field of study or 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

Benefits

Comp & perks

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 for professional growth