Growth-Focused Business Banking Relationship Manager

BMO U.S.; Sanger (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Relationship Manager for its U.S. portfolio in California. You will cultivate and manage a small business client base, drive new business, and expand existing relationships with expert knowledge in business banking products and lending processes.

Responsibilities include developing sales strategies, leveraging networks, and delivering proactive client service while adhering to risk and policy standards. Excellent communication and analytical skills are essential.

Qualifications

• Typically requires 4–6 years of relevant experience and a post-secondary degree in a related field.
• Strong financial analysis skills and ability to interpret financial statements.
• Deep knowledge of business banking products, lending processes, and loan documentation.
• Proven client sales and service experience.
• Excellent verbal and written communication, collaboration, and problem solving.

Responsibilities

• Cultivates and manages relationships with a portfolio of small business clients to generate new business and expand market share.
• Develops and executes sales strategies to attract new clients and grow existing relationships.
• Identifies opportunities, refers to colleagues, and expands wallet share while delivering exceptional service.
• Analyses data and market insights to advise on solutions aligned with client goals and risk framework.
• Maintains customer confidentiality and adheres to regulatory and policy requirements.
• Coordinates data governance and implements change management as needed.

Skills

Financial analysis

Business banking products

Sales & service

Technical proficiency

Communication (verbal/written)

Collaboration & teamwork

Analytical thinking

Influence

Data-driven decisions

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Relationship Manager for its U.S. portfolio in California. You will cultivate and manage a small business client base, drive new business, and expand existing relationships with expert knowledge in business banking products and lending processes.

Responsibilities include developing sales strategies, leveraging networks, and delivering proactive client service while adhering to risk and policy standards. Excellent communication and analytical skills are essential.