Strategic Small Business Banking Partner

BMO; Huntington Beach (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 in Huntington Beach, CA seeks a Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients, build a pipeline of new business, and increase market share through consultative sales.

Develop and execute business plans, identify cross-sell opportunities, deliver financial solutions, and provide outstanding service with strong risk discipline while collaborating with internal partners.

Qualifications

• 4-6 years of relevant experience and post-secondary degree in related field or equivalent experience.
• Strong financial analysis skills and ability to interpret financial statements.
• Strong knowledge of business banking products, lending processes, and related policies.

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 products/services to meet client needs.
• Delivers exceptional customer service with expertise and responsive support.

Skills

Financial analysis

Sales & service

Relationship building

Data-driven decisions

Education

Bachelor's degree or equivalent

Tools

CRM systems

Job description

BMO Financial Group in Huntington Beach, CA seeks a Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients, build a pipeline of new business, and increase market share through consultative sales.

Develop and execute business plans, identify cross-sell opportunities, deliver financial solutions, and provide outstanding service with strong risk discipline while collaborating with internal partners.