Strategic Business Banking Relationship Manager

Bank N.A.; Huntington Beach (CA); In loco; USD 65.000 - 140.000; Tempo pieno

Descrizione del lavoro

BMO Financial Group in Huntington Beach, CA is seeking a skilled Commercial Relationship Manager to cultivate and expand a portfolio of small business clients. You will apply consultative sales techniques, build relationships, and deliver tailored financial solutions to meet client goals.

Responsibilities include developing sales strategies, cross-selling products, maintaining client retention, and collaborating with internal teams to ensure superior service.

Competenze

• Typically 4–6 years of relevant experience and post-secondary degree in related field
• Strong financial analysis skills and ability to interpret financial statements
• Knowledge of business banking products, lending processes, and related policies
• Proven customer sales and service experience
• Strong communication and analytical problem-solving abilities
• Data-driven decision making and stakeholder collaboration

Mansioni

• Cultivate and manage relationships with a portfolio of small business clients to build a pipeline of new business
• Develop and execute sales strategies to attract new clients and expand existing relationships
• Cross-sell products and services to meet client needs
• Develop and maintain a business plan and relationship management strategies for customer retention
• Provide advice and guidance on implementation of solutions and risk management
• Deliver exceptional customer service and build trust with clients
• Coordinate data governance and ensure accurate information across systems
• Support change management initiatives and operational programs

Conoscenze

Financial analysis

Credit analysis

Business banking products

Lending processes

Customer sales

Data-driven decisions

Verbal communication

Written communication

Analytical thinking

Team collaboration

Risk management

Formazione

Post-secondary degree in related field

Descrizione del lavoro

BMO Financial Group in Huntington Beach, CA is seeking a skilled Commercial Relationship Manager to cultivate and expand a portfolio of small business clients. You will apply consultative sales techniques, build relationships, and deliver tailored financial solutions to meet client goals.

Responsibilities include developing sales strategies, cross-selling products, maintaining client retention, and collaborating with internal teams to ensure superior service.