Business Banking Growth & Relationship Manager

BMO U.S.; Orosi (CA); Presencial; USD 65.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group in California is seeking a seasoned business banker to cultivate and manage a portfolio of small business clients. You will develop sales strategies, expand relationships, and deliver tailored financial solutions to meet client goals.

You will build networks, identify opportunities, and coordinate with colleagues to drive growth while upholding risk and regulatory standards. This salaried role offers competitive compensation and benefits.

Formación

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field.
• Strong financial analysis skills, with ability to interpret financial statements and drive growth.
• Strong knowledge of business banking products, lending processes, and related policies.
• Experience in customer sales and service.
• Excellent verbal and written communication and collaboration skills.
• Analytical and data-driven decision making.

Responsabilidades

• Cultivates, builds, and manages relationships with a portfolio of small business clients to grow market share.
• Develops and executes sales strategies to attract new business and expand existing relationships.
• Develops networks and referral sources to drive growth.
• Generates appointments and opportunities to grow business results.
• Identifies prospective customers and cross-sells products and services.
• Delivers exceptional customer service and provides financial guidance.

Conocimientos

Financial analysis

Business banking

Lending processes

Sales & service

Technical proficiency

Verbal communication

Written communication

Collaboration

Analytical thinking

Data-driven decisions

Educación

Post-secondary degree in related field

Descripción del empleo

BMO Financial Group in California is seeking a seasoned business banker to cultivate and manage a portfolio of small business clients. You will develop sales strategies, expand relationships, and deliver tailored financial solutions to meet client goals.

You will build networks, identify opportunities, and coordinate with colleagues to drive growth while upholding risk and regulatory standards. This salaried role offers competitive compensation and benefits.