Strategic Business Banking Relationship Manager

bmo; Tracy (CA); On-site; USD 65,000 - 140,000; Full time

Job summary

BMO Financial Group in CA seeks a Commercial Banking professional to cultivate relationships with small business clients and expand BMO's market share. You will apply consultative sales and business development practices to identify opportunities and refer to colleagues as appropriate.

The role emphasizes delivering exceptional customer service, understanding client needs, and providing financial solutions aligned with business goals.

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 and derive insights.
• Solid knowledge of business banking products, lending processes, and related policies.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks 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 to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Develops client rapport and instils confidence to earn trust as relationship manager.

Skills

Financial analysis

Business banking products

Customer sales & service

Verbal & written communication

Collaboration & teamwork

Analytical problem solving

Influence skills

Data driven decisions

Education

Post-secondary degree in related field

Job description

BMO Financial Group in CA seeks a Commercial Banking professional to cultivate relationships with small business clients and expand BMO's market share. You will apply consultative sales and business development practices to identify opportunities and refer to colleagues as appropriate.

The role emphasizes delivering exceptional customer service, understanding client needs, and providing financial solutions aligned with business goals.