Strategic Business Banking Relationship Manager

Socket.dev; 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 relationship-focused sales professional in the United States to cultivate, manage, and expand a portfolio of small business clients. You will apply consultative sales techniques, build pipelines, and deliver tailored financial solutions while maintaining high service levels and compliance.

The role emphasizes banking product knowledge, cross-selling, and risk-aware decision making to drive growth within the assigned portfolio.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.

Skills

Financial analysis

Sales & service

Communication (verbal & written)

Collaboration & teamwork

Analytical & problem solving

Influence & stakeholder management

Data-driven decision making

Risk awareness

Business banking knowledge

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a relationship-focused sales professional in the United States to cultivate, manage, and expand a portfolio of small business clients. You will apply consultative sales techniques, build pipelines, and deliver tailored financial solutions while maintaining high service levels and compliance.

The role emphasizes banking product knowledge, cross-selling, and risk-aware decision making to drive growth within the assigned portfolio.