Small Business Banking Relationship Lead

Bank N.A.; Oakland (CA); In loco; USD 65.000 - 140.000; Tempo pieno

Descrizione del lavoro

BMO Financial Group in Oakland, CA is seeking a skilled Commercial Banking Relationship Manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales approaches, identify opportunities, and cross-sell banking products to help clients achieve their goals.

The role emphasizes relationship management, market understanding, and delivering exceptional service while maintaining compliance with risk and data governance standards.

Competenze

• 4–6 years of relevant experience and a post-secondary degree or equivalent.
• Strong financial analysis skills with ability to interpret financials.
• Solid knowledge of business banking products and lending processes.
• Experience in customer sales and service.
• Excellent verbal and written communication skills.
• Analytical and problem-solving capabilities.
• Data-driven decision making and risk awareness.

Mansioni

• Cultivates and manages relationships with a portfolio of small business clients to build a pipeline.
• Develops and executes sales strategies to attract new business and expand relationships.
• Develops networks and referral sources to grow the business.
• Generates appointments and opportunities to improve business results.
• Maintains a business plan to achieve customer retention and growth.
• Cross-sells products and services to meet client needs.
• Delivers exceptional customer service and builds trust with clients.
• Identifies risks and ensures regulatory compliance in daily operations.

Conoscenze

Financial analysis

Business banking

Sales & service

Analytical thinking

Communication

Team collaboration

Formazione

Post-secondary degree

Descrizione del lavoro

BMO Financial Group in Oakland, CA is seeking a skilled Commercial Banking Relationship Manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales approaches, identify opportunities, and cross-sell banking products to help clients achieve their goals.

The role emphasizes relationship management, market understanding, and delivering exceptional service while maintaining compliance with risk and data governance standards.