Strategic Small Business Banking Advisor

Bank N.A.; Walnut Creek (CA); On-site; USD 65,000 - 140,000; Full time

Job summary

BMO Financial Group in Walnut Creek, CA seeks a Commercial Sales & Service professional who cultivates and manages relationships with a portfolio of small business clients. You will build a pipeline, apply consultative sales practices, and identify opportunities to grow market share while delivering exceptional service.

Responsibilities include developing sales strategies, expanding networks, cross-selling products, and maintaining a robust business plan to retain customers and drive profitable

Qualifications

• 4-6 years of relevant experience in commercial banking or business sales.
• Strong financial analysis skills with ability to interpret financial statements and derive actionable insights.
• Deep knowledge of business banking products, lending processes, and related policies.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.

Skills

Financial analysis

Business banking products

Sales & service

Data-driven decisions

Education

Bachelor's degree or higher

Job description

BMO Financial Group in Walnut Creek, CA seeks a Commercial Sales & Service professional who cultivates and manages relationships with a portfolio of small business clients. You will build a pipeline, apply consultative sales practices, and identify opportunities to grow market share while delivering exceptional service.

Responsibilities include developing sales strategies, expanding networks, cross-selling products, and maintaining a robust business plan to retain customers and drive profitable