Growth-Focused Small Business Banking Partner

Hispanic Alliance for Career Enhancement; Beaverton (OR); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in the United States seeks a relationship manager to cultivate, build, and manage a portfolio of small business clients. You will develop a strategic plan to attract new business, expand relationships, and deliver tailored financial solutions that align with client goals and risk parameters.

You will collaborate with internal partners to ensure ready access to banking products and services.

Qualifications

• Typically 4–6 years of relevant experience with a related degree.
• Strong financial analysis skills to interpret statements and drive growth.
• Knowledge of business banking products and lending processes.
• Proven customer sales and service experience.
• Excellent verbal and written communication.
• Collaborative and analytical mindset with strong problem solving.

Responsibilities

• Cultivates and manages relationships with a portfolio of small business clients.
• Develops sales strategies to attract new business and expand relationships.
• Builds internal networks and referrals to grow the business.
• Delivers exceptional customer service and trusted financial guidance.
• Analyzes data to provide insights and recommendations.
• Responsible for planning, risk assessment, and regulatory compliance.

Skills

Financial analysis

Business banking products

Lending processes

Customer sales

Technical proficiency

Verbal communication

Written communication

Collaboration

Analytical thinking

Problem solving

Influence skills

Data driven decisions

Education

Post-secondary degree

Job description

BMO Financial Group in the United States seeks a relationship manager to cultivate, build, and manage a portfolio of small business clients. You will develop a strategic plan to attract new business, expand relationships, and deliver tailored financial solutions that align with client goals and risk parameters.

You will collaborate with internal partners to ensure ready access to banking products and services.