SMB Relationship Manager – Business Banking Growth

BMO; Napa (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 California is seeking an experienced Commercial Sales & Service professional to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development techniques to attract new business, expand relationships, and maintain client trust.

Key responsibilities include developing sales strategies, building networks, and delivering exceptional customer service while ensuring compliance with risk and policy requirements.

Qualifications

• Typically between 4-6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Strong financial analysis skills with ability to interpret financial statements, assess creditworthiness, and provide actionable insights.
• Strong knowledge of business banking products, lending processes and loan documentation, and related policies and technologies.
• Strong experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Delivers exceptional customer service and builds trust by providing expertise and responsive support.

Skills

Financial analysis

Sales & service

Verbal communication

Team collaboration

Analytical thinking

Influence skills

Data-driven decisions

Understanding of business banking

Education

Post-secondary degree

Job description

BMO Financial Group in California is seeking an experienced Commercial Sales & Service professional to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development techniques to attract new business, expand relationships, and maintain client trust.

Key responsibilities include developing sales strategies, building networks, and delivering exceptional customer service while ensuring compliance with risk and policy requirements.