Strategic Business Banking Relationship Manager

BMO; Calistoga (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a seasoned Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients in the Calistoga area. You will build a robust pipeline, identify opportunities, and cross-sell financial products to help clients achieve their goals.

This salaried role emphasizes strategic account development, data-driven decision making, and collaborative execution to drive growth and ensure high levels of customer satisfaction.

Qualifications

• Typically 4-6 years of relevant experience and a post-secondary degree in a related field.
• Strong financial analysis skills with ability to interpret financial statements, assess creditworthiness, and provide insights to drive growth and mitigate risk.
• Strong knowledge of business banking products, lending processes and loan documentation.
• Strong experience with customer sales and service.
• 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

• Develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops networks and referral sources to grow BMO’s business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Maintains a business plan with relationship management strategies to achieve customer retention.
• Identifies prospective customers and cross-sells additional products and services.
• Develops client rapport and credibility to earn trust as relationship manager.
• Understands the local market and develops relationships with centres of influence.
• Delivers exceptional customer service and provides expert guidance.
• Builds and maintains long-term profitable relationships and expands wallet share within the portfolio.
• Answers inquiries and provides accurate information about business banking products and services.
• Understands customer needs and offers financial solutions to meet goals.
• Resolves or escalates issues.
• Provides input into planning and implementation of programs.
• Ensures data governance and alignment of databases.
• Participates in change management activities and project readiness.

Skills

Financial analysis

Banking products knowledge

Sales experience

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Influence skills

Data driven decisions

Education

Post-secondary degree in related field

Job description

BMO is seeking a seasoned Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients in the Calistoga area. You will build a robust pipeline, identify opportunities, and cross-sell financial products to help clients achieve their goals.

This salaried role emphasizes strategic account development, data-driven decision making, and collaborative execution to drive growth and ensure high levels of customer satisfaction.