Strategic Commercial Banking Relationship Manager

BMO; Clovis (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability/Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Commercial Sales & Service professional to cultivate and manage relationships with small business clients in a defined portfolio. You will apply consultative sales and business development practices to attract new business and expand existing relationships.

Responsibilities include developing a business plan, cross-selling products, and delivering financial solutions that align with client goals. Strong analytical and communication skills are essential.

Qualifications

• Strong financial analysis skills and ability to interpret financial statements.
• Knowledge of business banking products and lending processes.
• Experience with customer sales and service.
• Excellent verbal and written communication abilities.
• Analytical and problem solving skills with data-driven approach.

Responsibilities

• Cultivates and manages relationships with a portfolio of small business clients.
• Develops and executes sales strategies to attract new business.
• Identifies opportunities and cross-sells additional products and services.
• Delivers guidance on financial solutions and supports client retention.

Skills

Financial analysis

Sales experience

Customer service

Communication skills

Data driven

Education

Bachelor's degree or related field

Job description

BMO Financial Group is seeking a Commercial Sales & Service professional to cultivate and manage relationships with small business clients in a defined portfolio. You will apply consultative sales and business development practices to attract new business and expand existing relationships.

Responsibilities include developing a business plan, cross-selling products, and delivering financial solutions that align with client goals. Strong analytical and communication skills are essential.