Senior Business Banking Relationship Manager

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Harris Bank in Oakland seeks a results-driven Commercial Relationship Manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales, analyze financials, and develop strategies to win new business while ensuring excellent service.

Responsibilities include building networks, generating opportunities, cross-selling, and delivering tailored financial solutions, with a strong focus on risk management and client retention within the local market.

Qualifications

• Typically 4–6 years of relevant experience with a post-secondary degree.
• Strong financial analysis skills to interpret financial statements and assess creditworthiness.
• Knowledge of business banking products, lending processes, and related policies.
• Proven experience in customer sales and service.
• Excellent verbal and written communication skills.
• Analytical and problem‑solving abilities.
• Data-driven decision making and ability to influence stakeholders.

Responsibilities

• Develops and executes sales strategies to attract new business and expand relationships.
• Builds internal and external networks to grow BMO's business.
• Generates appointments and opportunities to increase results.
• Creates and maintains a business plan including relationship management strategies.
• Cross-sells products/services to meet client needs and grow wallet share.
• Delivers exceptional service, builds trust, and provides financial solutions.

Skills

Financial analysis

Relationship management

Sales strategy development

Customer service excellence

Communication skills

Education

Bachelor's degree or equivalent in related field

Job description

BMO Harris Bank in Oakland seeks a results-driven Commercial Relationship Manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales, analyze financials, and develop strategies to win new business while ensuring excellent service.

Responsibilities include building networks, generating opportunities, cross-selling, and delivering tailored financial solutions, with a strong focus on risk management and client retention within the local market.