SMB Growth & Relationship Manager

BMO; Folsom (CA); Vor Ort; USD 65.000 - 140.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Zusammenfassung

BMO Financial Group in California seeks a dynamic Commercial Banking Relationship Manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development practices to expand wallet share and grow the pipeline.

With 4–6 years of relevant experience, you will build networks, deliver tailored financial solutions, and provide exceptional service while upholding risk controls and regulatory standards.

Qualifikationen

• 4–6 years of relevant experience in commercial banking or related field.
• Strong financial analysis skills and ability to interpret financial statements.
• Knowledge of business banking products, lending processes, and related policies.

Aufgaben

• Proactively develops and executes sales strategies to attract new business clients and expand relationships.
• Develops networks and referral sources to grow BMO's business.
• Generates appointments and opportunities to grow business results.
• Develops and executes a business plan including relationship management strategies to retain customers.
• Identifies prospective customers and cross-sells products and services to meet needs.
• Delivers exceptional service and builds trust with clients.

Kenntnisse

Financial analysis

Relationship management

Sales experience

Customer service

Lending knowledge

Data-driven decision making

Ausbildung

Bachelor's degree in business or related field

Tools

CRM software

Loan documentation systems

Microsoft Excel

Jobbeschreibung

BMO Financial Group in California seeks a dynamic Commercial Banking Relationship Manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development practices to expand wallet share and grow the pipeline.

With 4–6 years of relevant experience, you will build networks, deliver tailored financial solutions, and provide exceptional service while upholding risk controls and regulatory standards.