Strategic Small-Business Banking Relationship Lead

BMO Harris Bank; Downey (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 Harris Bank is seeking a Commercial Banking professional in the United States to cultivate and manage relationships with small business clients, build a sales pipeline, and drive growth. You will apply consultative sales practices and coordinate with colleagues to deliver banking solutions and exceptional service.

The role emphasizes strategic planning, data-driven insights, and cross-functional collaboration to expand wallet share while maintaining risk controls and customer satisfaction.

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

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• 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.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Understands the local market and proactively develops relationships with centres of influence.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.

Skills

Financial analysis

Sales & service

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Data-driven decisions

Influence skills

Problem solving

Education

Post-secondary degree in related field

Tools

Financial software

Job description

BMO Harris Bank is seeking a Commercial Banking professional in the United States to cultivate and manage relationships with small business clients, build a sales pipeline, and drive growth. You will apply consultative sales practices and coordinate with colleagues to deliver banking solutions and exceptional service.

The role emphasizes strategic planning, data-driven insights, and cross-functional collaboration to expand wallet share while maintaining risk controls and customer satisfaction.