Relationship Manager, Small Business Banking

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

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Accident & Life Insurance

Retirement Savings Plans

Job summary

BMO Financial Group seeks a seasoned Commercial Relationship Manager in Long Beach, CA to cultivate and manage a portfolio of small business clients. You will apply consultative sales techniques and build pipelines, aiming to expand market share and retain customers through proactive relationship management.

You will leverage knowledge of business banking products, lending processes, and risk controls to offer tailored financial solutions while delivering exceptional service and cross-sell

Qualifications

• Typically 4–6 years of relevant experience and post-secondary degree in related field or equivalent.
• Strong financial analysis skills with ability to interpret financial statements and drive growth.
• Strong knowledge of business banking products, lending processes and loan documentation.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand relationships.
• 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 retention objectives.
• Identifies prospective customers and cross-sells products and services to meet needs.

Skills

Financial analysis

Business banking knowledge

Sales & service experience

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Problem solving

Data-driven decision making

Education

Post-secondary degree in related field

Job description

BMO Financial Group seeks a seasoned Commercial Relationship Manager in Long Beach, CA to cultivate and manage a portfolio of small business clients. You will apply consultative sales techniques and build pipelines, aiming to expand market share and retain customers through proactive relationship management.

You will leverage knowledge of business banking products, lending processes, and risk controls to offer tailored financial solutions while delivering exceptional service and cross-sell