Strategic Small Business Banking Relationship Manager

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO U.S. is seeking a results-driven relationship manager to cultivate and expand a portfolio of small business clients in the Los Angeles area. You will apply consultative sales and business development techniques to attract new clients and deepen existing relationships.

Responsibilities include developing client plans, cross-selling products, delivering superior service, and using financial insights to drive growth while managing risk. Competitive salary is offered with comprehensive benefits.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree in a related field or equivalent.
• Strong financial analysis skills with ability to interpret statements, assess creditworthiness, and drive growth while mitigating risk.
• Strong knowledge of business banking products, lending processes, and related policies and technologies.
• Proven track record in customer sales and service.
• Excellent verbal and written communication; highly collaborative and analytical.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to grow new business and increase market share.
• Develops and executes sales strategies to attract new clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops and maintains a business plan including relationship management to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Delivers exceptional customer service and builds trust through expertise and responsiveness.

Skills

Financial analysis

Sales strategy

Relationship management

Customer service

Communications

Problem solving

Data-driven decisions

Collaboration

Lending knowledge

Business banking products

Education

Post-secondary degree in related field

Job description

BMO U.S. is seeking a results-driven relationship manager to cultivate and expand a portfolio of small business clients in the Los Angeles area. You will apply consultative sales and business development techniques to attract new clients and deepen existing relationships.

Responsibilities include developing client plans, cross-selling products, delivering superior service, and using financial insights to drive growth while managing risk. Competitive salary is offered with comprehensive benefits.