Strategic Small Business Banking Partner

BMO U.S.; Manteca (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plan

Job summary

BMO U.S. is seeking a seasoned relationship manager to cultivate and expand a portfolio of small business clients. The role focuses on consultative sales, building pipelines, and delivering tailored financial solutions to meet client goals.

With 4–6 years of relevant experience, you will leverage strong financial analysis and lending knowledge to drive growth, manage risk, and foster long-term client relationships within the local market.

Qualifications

• Typically 4–6 years of relevant experience in a related field.
• Strong ability to interpret financial statements and assess creditworthiness.
• Knowledge of business banking products, lending processes, and related policies.
• Proven experience in customer sales and service.
• Strong verbal and written communication abilities.
• Ability to collaborate effectively within a team.
• Analytical and problem-solving capability; data-driven decision making.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Proactively develops and executes sales strategies to attract new business.
• Identifies opportunities and cross-sells products and services.
• Develops and maintains a business plan and relationship management strategies.
• Delivers exceptional customer service and builds trust with clients.
• Resolves issues and provides guidance on solutions.
• Monitors performance and maintains data governance alignment.

Skills

Financial analysis

Credit assessment

Lending knowledge

Sales & service

Communication

Collaboration

Analytical skills

Problem solving

Data-driven decisions

Education

Bachelor's degree

Tools

Financial software

Job description

BMO U.S. is seeking a seasoned relationship manager to cultivate and expand a portfolio of small business clients. The role focuses on consultative sales, building pipelines, and delivering tailored financial solutions to meet client goals.

With 4–6 years of relevant experience, you will leverage strong financial analysis and lending knowledge to drive growth, manage risk, and foster long-term client relationships within the local market.