Small Business Growth Specialist

BMO U.S.; Manhattan Beach (CA); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO U.S. is seeking a Relationship Manager to cultivate and manage a portfolio of small business clients in Manhattan Beach, CA. You will build and execute sales strategies, develop networks, and drive new business while expanding wallet share through consultative banking solutions.

The role focuses on delivering exceptional service, understanding customer goals, and providing financial solutions aligned with BMO’s risk and regulatory standards.

Qualifications

• Strong financial analysis skills and ability to interpret financial data.
• Knowledge of business banking products, lending processes and related policies.
• Proven track record in customer sales and service.

Responsibilities

• Develops and executes sales strategies to attract new business clients and expand relationships.
• Builds internal and external networks to grow BMO's business.
• Generates appointments to grow business results through targeted efforts.
• Maintains a business plan with relationship management strategies to achieve customer retention.
• Cross-sells products and services to meet customer needs.
• Develops client rapport and credibility to earn trust as a relationship manager.
• Delivers exceptional customer service and provides expert guidance.

Skills

Financial analysis

Business banking

Sales & service

Communication skills

Collaboration

Analytical thinking

Data-driven decisions

Education

Post-secondary degree

Job description

BMO U.S. is seeking a Relationship Manager to cultivate and manage a portfolio of small business clients in Manhattan Beach, CA. You will build and execute sales strategies, develop networks, and drive new business while expanding wallet share through consultative banking solutions.

The role focuses on delivering exceptional service, understanding customer goals, and providing financial solutions aligned with BMO’s risk and regulatory standards.