Senior Small Business Banking Relationship Manager

BMO U.S.; Phoenix (AZ); 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 U.S. in Phoenix seeks a Commercial Sales & Service professional to cultivate, build, and manage relationships with a portfolio of small business clients, driving a pipeline of new business.

You will apply consultative sales techniques, identify opportunities, cross-sell products, and develop a business plan to achieve retention and growth, leveraging internal networks and market knowledge. This salaried role emphasizes financial analysis, product knowledge, and strong communication, with

Qualifications

• 4–6 years of relevant experience and a post-secondary degree.
• Strong financial analysis skills with ability to interpret financial statements.
• Strong knowledge of business banking products, lending processes, and loan documentation.
• Excellent verbal and written communication, collaboration and analytical skills.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to grow pipeline and market share.
• Applies consultative sales practices and proactively identifies opportunities for cross-selling.
• Develops and executes a business plan including relationship management strategies to achieve retention and growth.
• Demonstrates risk awareness and adheres to Bank policies and data governance standards.

Skills

Financial analysis

Business banking knowledge

Sales & service experience

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Influence & negotiation

Data-driven decision making

Education

Post-secondary degree in related field

Job description

BMO U.S. in Phoenix seeks a Commercial Sales & Service professional to cultivate, build, and manage relationships with a portfolio of small business clients, driving a pipeline of new business.

You will apply consultative sales techniques, identify opportunities, cross-sell products, and develop a business plan to achieve retention and growth, leveraging internal networks and market knowledge. This salaried role emphasizes financial analysis, product knowledge, and strong communication, with