Growth-Focused Small Business Banking Partner

BMO U.S.; Santa Rosa (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 results-driven Relationship Manager in the United States to cultivate and manage a portfolio of small business clients, expanding the bank's market share. You will apply consultative sales and business development practices, building strategy-driven relationships and a robust pipeline.

Responsibilities include developing networks, generating opportunities, and delivering tailored financial solutions.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• Verbal & written communication skills - In-depth.
• Analytical and problem solving skills - In-depth.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share.
• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Answers inquiries and provides accurate information about business banking products and services.
• Understands customer needs and offers financial solutions that meet customer goals.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.

Skills

Financial analysis

Credit analysis

Customer sales

Communication skills

Collaboration

Analytical thinking

Problem solving

Data-driven decision making

Relationship management

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a results-driven Relationship Manager in the United States to cultivate and manage a portfolio of small business clients, expanding the bank's market share. You will apply consultative sales and business development practices, building strategy-driven relationships and a robust pipeline.

Responsibilities include developing networks, generating opportunities, and delivering tailored financial solutions.