Strategic Small-Business Banking Relationship Manager

BMO Harris Bank; California; 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 Financial Group in California seeks a Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients, building a robust pipeline and increasing BMO's market share through consultative sales and strategic business development.

You will develop sales strategies, expand networks, generate opportunities, and maintain a business plan to achieve retention and growth, while delivering exceptional service, cross-selling products, and applying

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field or equivalent.
• Strong financial analysis skills to interpret financial statements and provide actionable insights.
• Strong knowledge of business banking products, lending processes, and related policies.
• Experience with customer sales and service.
• Excellent verbal and written communication skills.
• Analytical and problem solving abilities.
• Data-driven decision making.

Responsibilities

• Proactively develops and executes sales strategies to attract new business.
• Builds internal and external networks and referral sources for growth.
• Generates appointments and opportunities to grow business results.
• Develops and executes a business plan to achieve customer retention and wallet share growth.
• Identifies prospects and cross-sells additional products/services.
• Delivers exceptional customer service and builds client trust.

Skills

Financial analysis

Credit risk assessment

Sales & service experience

Communication skills

Analytical thinking

Education

Post-secondary degree

Job description

BMO Financial Group in California seeks a Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients, building a robust pipeline and increasing BMO's market share through consultative sales and strategic business development.

You will develop sales strategies, expand networks, generate opportunities, and maintain a business plan to achieve retention and growth, while delivering exceptional service, cross-selling products, and applying