Strategic Small-Business Banking Relationship Manager

BMO U.S.; Parlier (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 Financial Group in Parlier, CA is seeking a Relationship Manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales and business development practices to attract new clients and expand existing relationships.

You will develop networks, deliver expert financial solutions, and manage risk while maintaining the highest standards of customer service and compliance. This is a salaried role with potential incentives and comprehensive benefits.

Qualifications

• 4–6 years of relevant experience and a related post-secondary degree
• Strong financial analysis with ability to assess creditworthiness
• Knowledge of business banking products and lending processes
• Strong sales and customer service track record
• Excellent verbal and written communication, collaboration and analytical skills

Responsibilities

• Cultivates and manages a portfolio of small business clients
• Develops sales strategies to attract new business and expand relationships
• Generates appointments and opportunities to grow business results
• Maintains client relationships and delivers exceptional customer service
• Identifies risks and ensures compliance with bank policy and regulations
• Cross-sells products to meet client needs
• Manages data governance and reporting for portfolio performance

Skills

Financial analysis

Sales & business development

Customer relationship management

Data-driven decision making

Stakeholder management

Education

Post-secondary degree in related field

Tools

CRM systems

Financial analysis tools

Job description

BMO Financial Group in Parlier, CA is seeking a Relationship Manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales and business development practices to attract new clients and expand existing relationships.

You will develop networks, deliver expert financial solutions, and manage risk while maintaining the highest standards of customer service and compliance. This is a salaried role with potential incentives and comprehensive benefits.