Strategic Business Banking Relationship Manager

BMO U.S.; West Chatsworth (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a business banking professional to cultivate and manage relationships with small business clients, drive new business, and expand wallet share. You will apply consultative sales and financial analysis to understand client needs and offer tailored banking solutions.

In this role you will build networks, develop strategic business plans, and collaborate with cross-functional teams to deliver timely and accurate service while managing risk and ensuring regulatory

Qualifications

• Strong financial analysis skills with ability to interpret financial statements and assess creditworthiness.
• Experience in selling and expanding business banking products to meet client needs.
• Excellent verbal and written communication; able to influence and collaborate across teams.
• Data-driven decision making and problem solving in a financial services context.

Responsibilities

• Develops sales strategies to attract new business clients and expand existing relationships.
• Builds networks to grow BMO's business within assigned portfolio.
• Manages relationships and delivers exceptional service to business clients.
• Identifies opportunities, cross-sells products, and achieves customer retention objectives.
• Assists with risk management and regulatory compliance as part of client solutions.

Skills

Financial analysis

Credit assessment

Sales experience

Communication skills

Analytical thinking

Collaboration

Data-driven decisions

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a business banking professional to cultivate and manage relationships with small business clients, drive new business, and expand wallet share. You will apply consultative sales and financial analysis to understand client needs and offer tailored banking solutions.

In this role you will build networks, develop strategic business plans, and collaborate with cross-functional teams to deliver timely and accurate service while managing risk and ensuring regulatory