Strategic Small Business Banking Relationship Manager

BMO U.S.; San Diego (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 the United States is seeking a Commercial Relationship Manager to cultivate and manage a portfolio of small business clients, expanding wallet share and cross-selling financial solutions. You will identify opportunities, develop strategic plans, and deliver exceptional service to drive growth.

The role emphasizes risk-aware decision making, data-driven insights, and close collaboration with internal partners to meet customer goals and strengthen client relationships.

Qualifications

• Typical between 4 - 6 years of relevant experience.
• Post-secondary degree in related field or equivalent combination.
• Experience in financial analysis and lending processes.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Develops and executes sales strategies to attract new business clients.
• Provides advice and guidance on financial solutions to meet customer goals.

Skills

Financial analysis

Credit risk assessment

Business banking products

Sales & service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence

Data-driven decisions

Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group in the United States is seeking a Commercial Relationship Manager to cultivate and manage a portfolio of small business clients, expanding wallet share and cross-selling financial solutions. You will identify opportunities, develop strategic plans, and deliver exceptional service to drive growth.

The role emphasizes risk-aware decision making, data-driven insights, and close collaboration with internal partners to meet customer goals and strengthen client relationships.