Strategic Small-Business Banking Partner

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

Job summary

BMO Financial Group is seeking a skilled relationship manager to cultivate and expand a portfolio of commercial banking clients in Rancho Cucamonga, CA. You will apply consultative sales techniques and grow the bank's market share through targeted outreach and strong customer service.

Key responsibilities include developing a business plan, cross-selling products, and building long-term client relationships while navigating credit and lending processes.

Qualifications

• Typically 4–6 years of relevant experience.
• Post-secondary degree in related field or equivalent.
• Strong financial analysis and credit assessment skills.
• Knowledge of business banking products and lending processes.
• Excellent verbal and written communication.

Responsibilities

• Cultivates and manages relationships with small business clients to grow the pipeline.
• Develops sales strategies to attract new business and expand existing relationships.
• Identifies opportunities and refers to colleagues as appropriate.
• Delivers exceptional customer service and builds trust.
• Cross-sell products and services to meet client needs.
• Develops and executes a business plan to achieve customer retention.

Skills

Relationship management

Sales & business development

Financial analysis

Cross-selling

Customer service

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group is seeking a skilled relationship manager to cultivate and expand a portfolio of commercial banking clients in Rancho Cucamonga, CA. You will apply consultative sales techniques and grow the bank's market share through targeted outreach and strong customer service.

Key responsibilities include developing a business plan, cross-selling products, and building long-term client relationships while navigating credit and lending processes.