Growth-Driven Business Banking Lead

BMO U.S.; Huntington Beach (CA); On-site; USD 65,000 - 140,000; 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 seasoned relationship manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales techniques to attract new business, nurture existing relationships, and expand wallet share by offering tailored financial solutions.

Ideal candidates have 4–6 years of experience, a post-secondary degree, and expertise in business banking products, lending processes, and client service.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree in related field or equivalent.
• Strong knowledge of business banking products, lending processes and loan documentation.
• Verbal & written communication skills with strong collaboration and analytical abilities.

Responsibilities

• Develops and manages relationships with small business clients to expand market share.
• Proactively develops and executes sales strategies to attract new business and expand existing relationships.
• Identifies opportunities and cross-sells products/services to meet client needs.
• Delivers exceptional customer service with expert guidance on financial solutions.
• Maintains and executes a business plan with relationship management strategies to retain customers.

Skills

Financial analysis

Business banking products

Sales & service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Data-driven decisions

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a seasoned relationship manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales techniques to attract new business, nurture existing relationships, and expand wallet share by offering tailored financial solutions.

Ideal candidates have 4–6 years of experience, a post-secondary degree, and expertise in business banking products, lending processes, and client service.