Strategic Business Banking Partner
BMO Harris Bank
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Benefits offered by this job
Job summary
BMO Harris Bank is seeking a Commercial Sales & Service professional to cultivate relationships with small business clients and build a pipeline of new business. You will apply consultative sales techniques, identify cross-sell opportunities, and deliver tailored banking solutions while adhering to risk and governance standards.
The role focuses on expanding wallet share, leveraging internal networks, and delivering outstanding service.
Qualifications
- Typically 4–6 years of relevant experience.
- Strong financial analysis skills to interpret financial statements.
- Knowledge of business banking products and lending processes.
- Experience with customer sales and service.
- Excellent verbal and written communication.
- Team collaboration and analytical problem-solving.
Responsibilities
- Develops and executes sales strategies to attract new business clients.
- Identifies opportunities and referrals to grow the portfolio.
- Builds and maintains relationships with centers of influence.
- Delivers exceptional customer service and expert guidance.
- Keeps data governance and security standards to protect information.
- Develops business plans and plans for customer retention.
- Cross-sells products to meet client needs.
- Manages risk and compliance with bank policies.
Skills
Education
Tools
Job description
BMO Harris Bank is seeking a Commercial Sales & Service professional to cultivate relationships with small business clients and build a pipeline of new business. You will apply consultative sales techniques, identify cross-sell opportunities, and deliver tailored banking solutions while adhering to risk and governance standards.
The role focuses on expanding wallet share, leveraging internal networks, and delivering outstanding service.
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