Strategic Small Business Banking Partner

BMO U.S.; Long 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

Performance-based incentives

Job summary

BMO Financial Group in California seeks a relationship manager to cultivate and manage a portfolio of small business clients, building a pipeline and expanding market share. The role emphasizes consultative sales, strategic planning, and cross-selling to meet client goals while delivering exceptional service and maintaining regulatory compliance.

Candidates typically have 4–6 years of relevant experience and a post-secondary degree, with a focus on risk management and customer-focused growth.

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.
• Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business.
• Proactively develops and executes sales strategies to attract new business clients.
• 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.
• Understands the local market and proactively develops relationships with centres of influence.

Skills

Financial analysis

Credit assessment

Business banking

Sales & service

Technical proficiency

Verbal communication

Written communication

Collaboration

Analytical thinking

Data-driven decisions

Education

Post-secondary degree

Job description

BMO Financial Group in California seeks a relationship manager to cultivate and manage a portfolio of small business clients, building a pipeline and expanding market share. The role emphasizes consultative sales, strategic planning, and cross-selling to meet client goals while delivering exceptional service and maintaining regulatory compliance.

Candidates typically have 4–6 years of relevant experience and a post-secondary degree, with a focus on risk management and customer-focused growth.