Strategic Business Banking Relationship Manager

BMO; Oakland (CA); Vor Ort; USD 65.000 - 140.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Retirement plans

Accident and life insurance

Zusammenfassung

BMO Financial Group in Oakland, CA seeks a Commercial Sales & Service professional to cultivate and manage relationships with small business clients, drive new business, and expand wallet share within the portfolio.

You will apply consultative sales and business development practices, develop a local market plan, and coordinate with partners to deliver tailored financial solutions while ensuring top-tier service.

Qualifikationen

• Strong financial analysis skills with the ability to interpret statements and provide actionable insights.
• Proven experience in customer sales and service within a banking or financial services context.
• Excellent verbal and written communication skills; ability to influence and build trust.
• Analytical and data-driven decision making with cross-functional collaboration.

Aufgaben

• Cultivates, builds, and manages relationships with small business clients to grow pipeline.
• Identifies opportunities, cross-sells products, and expands wallet share within portfolio.
• Develops and executes sales strategies to attract new business and retain clients.
• Delivers exceptional customer service and guidance on financial solutions.

Kenntnisse

Financial analysis

Sales & service

Verbal & written communication

Data-driven decisions

Relationship building

Ausbildung

Post-secondary degree

Jobbeschreibung

BMO Financial Group in Oakland, CA seeks a Commercial Sales & Service professional to cultivate and manage relationships with small business clients, drive new business, and expand wallet share within the portfolio.

You will apply consultative sales and business development practices, develop a local market plan, and coordinate with partners to deliver tailored financial solutions while ensuring top-tier service.