Strategic Business Banking Relationship Expert

BMO U.S.; San Francisco (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO Financial Group is seeking a Relationship Manager to cultivate and manage a portfolio of business clients in the San Francisco area. You will apply consultative sales and business development practices to grow market share and profitability.

You will build networks, generate opportunities, and deliver expert service while aligning solutions with client needs and risk guidelines. This role emphasizes relationship growth and proactive market engagement.

Qualifications

• Typically 4–6 years of relevant experience or equivalent education.
• Strong financial analysis skills and ability to interpret statements.
• Knowledge of business banking products, lending processes, and policies.
• Proven sales and service track record with strong communication.
• Analytical, problem-solving, and data-driven decision making.

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.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Resolves or escalates issues.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards.

Skills

Financial analysis

Lending knowledge

Sales experience

Communication skills

Analytical thinking

Data-driven decisions

Collaboration

Education

Bachelor's degree or equivalent

Job description

BMO Financial Group is seeking a Relationship Manager to cultivate and manage a portfolio of business clients in the San Francisco area. You will apply consultative sales and business development practices to grow market share and profitability.

You will build networks, generate opportunities, and deliver expert service while aligning solutions with client needs and risk guidelines. This role emphasizes relationship growth and proactive market engagement.