Strategic Small Business Banking Relationship Lead

BMO; California (MO); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a Commercial Banking Relationship Manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development practices to grow market share in your territory.

The role emphasizes cross-selling, building networks, and delivering expert financial guidance. A post-secondary degree and 4–6 years of relevant experience are preferred, with a focus on profitability and client retention.

Qualifications

• 4–6 years of relevant experience or equivalent
• Post-secondary degree or related experience in banking/finance
• Strong knowledge of business banking products and lending processes
• Excellent verbal and written communication, analytical and problem-solving skills

Responsibilities

• Cultivates and manages relationships with a portfolio of small business clients
• Develops sales strategies to attract new business and expand existing relationships
• Cross-sells products/services to meet client needs and increase wallet share
• Delivers exceptional customer service and maintains client trust

Skills

Financial analysis

Sales & service

Communication

Team collaboration

Data-driven decisions

Lending & banking products

Risk awareness

Education

Post-secondary degree

Tools

CRM software

Data analysis tools

Job description

BMO U.S. is seeking a Commercial Banking Relationship Manager to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development practices to grow market share in your territory.

The role emphasizes cross-selling, building networks, and delivering expert financial guidance. A post-secondary degree and 4–6 years of relevant experience are preferred, with a focus on profitability and client retention.