Senior Small Business Banking Relationship Manager

Bank N.A.; Downey (CA); On-site; USD 65,000 - 140,000; Full time

Job summary

BMO Financial Group in Downey, CA seeks a seasoned banking professional to cultivate and manage a portfolio of small business clients. You will apply consultative sales and growth practices to build a pipeline, deepen relationships, and deliver tailored financial solutions.

The role emphasizes cross-selling, client retention, and leveraging local market knowledge to expand wallet share while providing exceptional service and guidance on business banking products.

Qualifications

• 4–6 years of experience in banking or financial services.
• Strong knowledge of business banking products and lending processes.
• Excellent verbal and written communication; client-centric approach.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand relationships.
• Develops networks and referrals to grow BMO's business.
• Generates appointments and opportunities to grow business results thru targeted sales efforts.
• Maintains a business plan with relationship management strategies to retain customers.
• Identifies prospective clients and cross-sells products/services to meet needs.
• Delivers exceptional service and builds trust as relationship manager.
• Understands local market and builds relationships with centers of influence.
• Resolves issues and provides guidance to clients on solutions.

Skills

Financial analysis

Credit assessment

Sales & client relationships

Communication skills

Education

Bachelor's degree or higher

Job description

BMO Financial Group in Downey, CA seeks a seasoned banking professional to cultivate and manage a portfolio of small business clients. You will apply consultative sales and growth practices to build a pipeline, deepen relationships, and deliver tailored financial solutions.

The role emphasizes cross-selling, client retention, and leveraging local market knowledge to expand wallet share while providing exceptional service and guidance on business banking products.