Growth‑Oriented Small Business Banking Partner

BMO Harris Bank; San Diego (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Commercial Banking Relationship Manager in San Diego to cultivate and manage a portfolio of small business clients, driving revenue growth and cross-selling financial products. You will apply consultative sales practices, develop strategic plans, and deliver expert service to meet client goals.

Candidates should have strong financial analysis, knowledge of business banking products, and experience in relationship management within a regulated environment.

Qualifications

• Strong financial analysis skills with ability to interpret financial statements and assess creditworthiness.
• Experience with business banking products and lending processes.
• Proven sales and relationship management abilities in a financial services context.
• Knowledge of compliance and risk management within banking.

Responsibilities

• Cultivate and manage a portfolio of small business clients to grow revenue.
• Develop sales strategies and expand wallet share through cross-selling of products and services.
• Build and maintain networks and referrals to drive new business opportunities.
• Provide excellent service, guidance, and financial solutions aligned with client goals.

Skills

Financial analysis

Business banking

Credit analysis

Sales & relationship management

Communication

Regulatory awareness

Education

Post-secondary degree in related field

Tools

CRM software

Loan origination systems

Microsoft Excel

Job description

BMO Financial Group is seeking a Commercial Banking Relationship Manager in San Diego to cultivate and manage a portfolio of small business clients, driving revenue growth and cross-selling financial products. You will apply consultative sales practices, develop strategic plans, and deliver expert service to meet client goals.

Candidates should have strong financial analysis, knowledge of business banking products, and experience in relationship management within a regulated environment.