Strategic Business Banking Relationship Manager

BMO U.S.; Sarasota (FL); 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 Financial Group in Florida seeks a relationship professional to cultivate and manage a portfolio of small business clients, driving new business opportunities and expanding wallet share. You will apply consultative sales and strategic relationship management to meet customer goals and protect assets.

This full-time, salaried role emphasizes risk-aware recommendations, data-driven decision making, and collaboration with internal partners to deliver financial solutions and excellent service.

Formación

• Typically 4–6 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
• Strong knowledge of business banking products, lending processes, and related policies and technologies.
• Excellent verbal and written communication, collaboration, and analytical skills.

Responsabilidades

• 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, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.

Conocimientos

Financial analysis

Sales and service

Communication

Collaboration

Analytical thinking

Influence

Data-driven decisions

Technical proficiency

Educación

Bachelor's degree

Descripción del empleo

BMO Financial Group in Florida seeks a relationship professional to cultivate and manage a portfolio of small business clients, driving new business opportunities and expanding wallet share. You will apply consultative sales and strategic relationship management to meet customer goals and protect assets.

This full-time, salaried role emphasizes risk-aware recommendations, data-driven decision making, and collaboration with internal partners to deliver financial solutions and excellent service.