Strategic Business Banking Relationship Lead

Bank N.A.

Los Gatos (CA)

On-site

USD 65,000 - 140,000

Full time

7 days ago

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Job summary

Bank N.A. is seeking a skilled Relationship Manager to cultivate and manage a portfolio of small business clients in the Los Gatos area. You will apply consultative sales techniques, identify opportunities, and develop strategies to attract new business while expanding existing relationships.

The role focuses on providing expert guidance, maintaining client trust, and delivering responsive service. With 4–6 years of experience in business banking, you will leverage knowledge of loan

Qualifications

Typically 4–6 years of relevant experience.
Strong knowledge of business banking products and loan documentation.
Proven track record in customer sales and service.
Data-driven decision making and risk awareness.

Responsibilities

Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share.
Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio.
Actively identifies opportunities and refers to BMO colleagues as appropriate.
Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.

Skills

Financial analysis

Business banking

Sales & service

Communication skills

Collaboration

Analytical thinking

Problem solving

Influence skills

Education

Post-secondary degree in relevant field

Job description

The role focuses on providing expert guidance, maintaining client trust, and delivering responsive service. With 4–6 years of experience in business banking, you will leverage knowledge of loan

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