Strategic Business Banking Partner

BMO; Los Angeles (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 is seeking a capable Relationship Manager in Los Angeles to cultivate and manage a portfolio of small business clients, driving growth through consultative sales and proactive relationship management. You will deliver tailored financial solutions and build strong client trust.

The role emphasizes strategic networking, market insight, and high-quality service delivery to expand wallet share and ensure retention within the portfolio.

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 a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, 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.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Understands the local market and proactively develops relationships with centres of influence.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
• Answers inquiries and provides accurate information about business banking products and services.

Skills

Financial analysis

Credit analysis

Sales experience

Communication

Collaboration

Analytical thinking

Data-driven decisions

Technical proficiency

Education

Bachelor's degree or higher

Job description

BMO Financial Group is seeking a capable Relationship Manager in Los Angeles to cultivate and manage a portfolio of small business clients, driving growth through consultative sales and proactive relationship management. You will deliver tailored financial solutions and build strong client trust.

The role emphasizes strategic networking, market insight, and high-quality service delivery to expand wallet share and ensure retention within the portfolio.