Strategic SMB Banking Relationship Manager

BMO; Burbank (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 (California) 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 build a pipeline, expand wallet share, and deliver tailored financial solutions.

You will develop internal and external networks, set strategic plans, and provide exceptional service while adhering to risk and governance standards.

Qualifications

• Typically 4–6 years of relevant experience.
• Post-secondary degree in related field.
• Strong financial analysis skills.
• Knowledge of business banking products and lending processes.
• Experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Excellent verbal and written communication skills.
• Collaboration and teamwork skills.
• Analytical and problem solving skills.
• Data-driven decision making.

Responsibilities

• Cultivates and manages relationships with a portfolio of small business clients.
• Develops sales strategies to attract new business.
• Identifies opportunities and refers to BMO colleagues as appropriate.
• Delivers exceptional customer service and provides financial solutions.
• Develops and executes a business plan to achieve customer retention objectives.
• Monitors performance and ensures regulatory compliance.
• Builds networks and centers of influence in the local market.
• Coordinates data governance and risk management activities.

Skills

Financial analysis

Business banking products

Sales experience

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence

Data-driven decisions

Experience: 4-6 years

Education

Post-secondary degree in related field

Job description

BMO Financial Group in the United States (California) 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 build a pipeline, expand wallet share, and deliver tailored financial solutions.

You will develop internal and external networks, set strategic plans, and provide exceptional service while adhering to risk and governance standards.