Strategic Business Banking Relationship Manager

BMO U.S.; Tualatin (OR); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group is seeking a relationship manager to cultivate and manage a portfolio of small business clients. You will develop sales strategies, expand relationships, cross-sell financial solutions, and deliver expert guidance aligned with business goals.

The role emphasizes risk-aware growth and strong customer service across a defined jurisdiction. You'll build networked relationships, analyze client needs, and coordinate with internal teams to provide timely solutions while maintaining

Qualifications

• Strong financial analysis skills and ability to interpret financial statements.
• Proven sales and customer service experience to grow business and mitigate risk.
• Strong knowledge of business banking products, lending processes, and related policies.

Responsibilities

• Cultivates and manages relationships with a portfolio of small business clients.
• Develops and executes sales strategies to attract new business and expand existing relationships.
• Identifies opportunities and cross-sells products and services.
• Develops business plans and relationship strategies to achieve retention and growth.
• Provides advice and guidance to clients on solutions and implements changes.
• Ensures data governance and manages change initiatives within the portfolio.

Skills

Financial analysis

Sales experience

Customer service

Communication

Collaboration

Analytical thinking

Data-driven decisions

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a relationship manager to cultivate and manage a portfolio of small business clients. You will develop sales strategies, expand relationships, cross-sell financial solutions, and deliver expert guidance aligned with business goals.

The role emphasizes risk-aware growth and strong customer service across a defined jurisdiction. You'll build networked relationships, analyze client needs, and coordinate with internal teams to provide timely solutions while maintaining