Senior SMB Banking Relationship Manager

BMO; Modesto (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Modesto, CA is seeking a commercially oriented relationship manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales techniques to attract new business and expand existing relationships, while delivering exceptional service and financial guidance.

The role emphasizes market knowledge, proactive networking, and credible client stewardship.

Qualifications

• Typically 4–6 years of relevant experience.
• Strong financial analysis skills and credit assessment.
• Proven ability to grow a client portfolio and cross-sell products.
• Excellent verbal and written communication.
• Analytical thinking and data-driven decision making.

Responsibilities

• Cultivate and manage relationships with small business clients.
• Develop and execute sales strategies to attract new business.
• Identify opportunities and refer to colleagues as appropriate.
• Build a business plan to achieve retention objectives.
• Understand customer needs and offer financial solutions.

Skills

Financial analysis

Credit analysis

Sales & relationship

Communication skills

Data-driven decisions

Education

Post-secondary degree

Business banking experience

Job description

BMO Financial Group in Modesto, CA is seeking a commercially oriented relationship manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales techniques to attract new business and expand existing relationships, while delivering exceptional service and financial guidance.

The role emphasizes market knowledge, proactive networking, and credible client stewardship.