Strategic Small Business Relationship Manager

Bank of Montreal; Los Angeles (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement plans

Commission structure

Job summary

Bank of Montreal in Los Angeles is seeking an experienced Commercial Sales & Service professional to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development practices to attract new business and expand existing relationships.

You will develop a business plan, leverage internal networks, and coordinate with partners to provide tailored financial solutions while ensuring exceptional service and risk management.

Qualifications

• Typically between 4-6 years of relevant experience and post-secondary degree in related field.
• Strong financial analysis skills to assess creditworthiness and growth.
• Deep knowledge of business banking products and lending processes.

Responsibilities

• Cultivates and manages a portfolio of small business clients.
• Develops and executes sales strategies to attract new business.
• Identifies cross-sell opportunities to meet client needs.
• Builds internal networks and referral sources.
• Delivers timely, accurate service and guidance on solutions.

Skills

Financial analysis

Relationship mgmt

Consultative sales

Cross-selling

Customer service

Communication skills

Data-driven decisions

Lending knowledge

Education

Post-secondary degree

Tools

Financial analysis software

Job description

Bank of Montreal in Los Angeles is seeking an experienced Commercial Sales & Service professional to cultivate and manage a portfolio of small business clients. You will apply consultative sales and business development practices to attract new business and expand existing relationships.

You will develop a business plan, leverage internal networks, and coordinate with partners to provide tailored financial solutions while ensuring exceptional service and risk management.