Strategic SMB Relationship Manager

BMO U.S.; Quebec; On-site; CAD 56,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Commercial Sales & Service professional to cultivate and manage a portfolio of small business clients in the Canada market. You will apply consultative sales and business development practices to attract new business and expand existing relationships, while delivering exceptional service and financial solutions.

The role emphasizes developing a business plan, maintaining networks, and coordinating cross-sell opportunities to grow wallet share and retention within

Qualifications

• Strong financial analysis skills and ability to interpret financial statements.
• Knowledge of lending processes and loan documentation.
• Proven sales and service experience with business clients.
• Excellent verbal and written communication skills.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Develops and executes sales strategies to attract new business and expand relationships.
• Develops business plans and relationship management strategies to achieve retention and growth.
• Identifies prospective customers and cross-sells products and services to meet needs.
• Provides advice and guidance to implement solutions and resolve issues.

Skills

Financial analysis

Lending processes

Sales & service

Communication

Data-driven decisions

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a Commercial Sales & Service professional to cultivate and manage a portfolio of small business clients in the Canada market. You will apply consultative sales and business development practices to attract new business and expand existing relationships, while delivering exceptional service and financial solutions.

The role emphasizes developing a business plan, maintaining networks, and coordinating cross-sell opportunities to grow wallet share and retention within