Business Banking Relationship Manager

BMO U.S.

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

Posted 9/24/2026full-timeRemote • Illinois • United StatesMid-LevelSenior💰 $65,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial analysis skills and the ability to interpret financial statements, providing actionable insights to drive business growth. Proficient in developing and executing sales strategies while maintaining exceptional customer service and relationship management.

Highest-signal resume keywords

Financial AnalysisBusiness Banking Products KnowledgeCustomer Sales And ServiceData-Driven Decision-MakingCreditworthiness Assessment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCreditworthiness AssessmentBusiness Banking Products KnowledgeLending Processes KnowledgeLoan Documentation Knowledge

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationAnalytical Problem-SolvingInfluence Skills

Tools & Technologies

Database ManagementData-Governance Alignment

Industry Keywords

Consultative SalesBusiness DevelopmentCustomer Relationship ManagementRisk ManagementOperational Integrity

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/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
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
Develop profitable relationships and expand wallet share
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 and ensure data-governance alignment
Build and 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, risk-management, and regulatory procedures
Maintain confidentiality of customer and Bank information
Identify risks and take appropriate actions to maintain operational integrity
Work independently on complex tasks and exercise judgment to solve problems
Make risk-informed decisions aligned with business strategy, policies, laws, and regulations

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
Ability to provide actionable insights to drive business growth and mitigate risk
Strong knowledge of business banking products
Knowledge of 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

Benefits

Comp & perks

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