Strategic Small Business Banking Advisor

Bank N.A.; Burbank (CA); Sur place; USD 65 000 - 140 000; Plein temps

Résumé du poste

BMO Financial Group in California seeks a relationship manager for small business clients. You will cultivate and manage a portfolio, applying consultative sales methods, identifying opportunities, and expanding wallet share while delivering exceptional service.

The role requires 4–6 years of relevant experience with a post-secondary degree, strong financial analysis, and knowledge of business banking products. Salary range is $65,000–$140,000 per year, salaried, with standard banking benefits.

Qualifications

• 4–6 years of relevant experience with post-secondary degree.
• Strong financial analysis and creditworthiness assessment.
• Knowledge of business banking products and lending processes.
• Proven sales and service experience.
• Excellent communication and collaboration.

Responsabilités

• Cultivate and manage relationships with small business clients to grow pipeline.
• Apply consultative sales and business development practices.
• Identify opportunities and refer to colleagues as needed.
• Develop and execute sales strategies to attract new clients.
• Build networks and referrals for ongoing growth.
• Provide advice on financial solutions and cross-sell products.
• Ensure exceptional service and trust with clients.

Connaissances

Financial analysis

Sales & service

Communication

Collaboration

Analytical thinking

Data-driven decisions

Influence

Formation

Post-secondary degree

Description du poste

BMO Financial Group in California seeks a relationship manager for small business clients. You will cultivate and manage a portfolio, applying consultative sales methods, identifying opportunities, and expanding wallet share while delivering exceptional service.

The role requires 4–6 years of relevant experience with a post-secondary degree, strong financial analysis, and knowledge of business banking products. Salary range is $65,000–$140,000 per year, salaried, with standard banking benefits.