Strategic Business Banking Relationship Lead

BMO; Napa (CA); Presencial; USD 65.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO is seeking a Relationship Manager in California to cultivate and manage a portfolio of small business clients. You will develop sales strategies, build networks, and cross-sell financial products to grow the bank's market share while delivering exceptional service.

The role emphasizes banking expertise, credit assessment, and proactive relationship management within the commercial sales & service framework.

Formación

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field or equivalent.
• Strong financial analysis skills; interpret financial statements and assess creditworthiness.
• Knowledge of business banking products, lending processes, and related policies.
• Proven sales and service experience with strong communication.

Responsabilidades

• Cultivates, builds, and manages relationships with small business clients to grow pipeline.
• Develops and executes sales strategies to attract new business.
• Cross-sell products and services to expand wallet share.
• Develops and maintains a business plan and relationship management strategies.
• Delivers exceptional service and retention through expert guidance and solutions.

Conocimientos

Financial analysis

Sales & service

Credit assessment

Communication

Educación

Bachelor's degree

Descripción del empleo

BMO is seeking a Relationship Manager in California to cultivate and manage a portfolio of small business clients. You will develop sales strategies, build networks, and cross-sell financial products to grow the bank's market share while delivering exceptional service.

The role emphasizes banking expertise, credit assessment, and proactive relationship management within the commercial sales & service framework.