Strategic SMB Banking Relationship Leader

BMO Harris Bank; San Francisco (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 Harris Bank is seeking a results-driven relationship manager to cultivate and grow a portfolio of small business clients in the San Francisco area. You will apply consultative sales practices to build a pipeline and expand wallet share while delivering exceptional service.

Responsibilities include developing business plans, cross-selling products, and maintaining client trust through expert guidance and timely support. Strong collaboration and risk-awareness are essential.

Qualifications

• 4–6 years of relevant experience with a post-secondary degree or equivalent.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase market share.

Skills

Financial analysis

Sales & business development

Customer service

Communication skills

Collaboration

Analytical thinking

Data-driven decision making

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a results-driven relationship manager to cultivate and grow a portfolio of small business clients in the San Francisco area. You will apply consultative sales practices to build a pipeline and expand wallet share while delivering exceptional service.

Responsibilities include developing business plans, cross-selling products, and maintaining client trust through expert guidance and timely support. Strong collaboration and risk-awareness are essential.