Strategic Business Banking Relationship Lead

BMO; Sarasota (FL); 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 in the United States is seeking a results-driven Business Banking Manager to cultivate, manage, and grow a portfolio of small business clients, building a pipeline of new business and increasing BMO’s market share.

You will apply professional consultative sales and business development practices, identify opportunities, and refer to BMO colleagues as appropriate to deliver solutions and drive revenue.

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

• 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.
• 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 client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• 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.
• Understands customer needs and offers financial solutions that meet customer goals.
• Resolves or escalates issues.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Executes work to deliver timely, accurate, and efficient service.
• Supports the development and promotion of a business/group program.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, money laundering, or defalcation.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.

Skills

Financial analysis

Credit analysis

Sales and service

Data-driven decisions

Communication skills

Collaboration

Problem solving

Risk awareness

Education

Post-secondary degree in related field

Job description

BMO Financial Group in the United States is seeking a results-driven Business Banking Manager to cultivate, manage, and grow a portfolio of small business clients, building a pipeline of new business and increasing BMO’s market share.

You will apply professional consultative sales and business development practices, identify opportunities, and refer to BMO colleagues as appropriate to deliver solutions and drive revenue.