Strategic SMB Banking Relationship Manager

BMO; Creekside Village (CA); Presencial; USD 65.000 - 140.000; Tempo integral

Benefícios oferecidos por esta vaga

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Resumo da vaga

BMO is seeking a Commercial Sales & Service professional in California to cultivate and manage a portfolio of small business clients, building pipelines, and delivering consultative financial solutions. You’ll identify opportunities, develop strategic plans, and expand wallet share while providing exceptional service and expert guidance.

Role emphasizes relationship building, data-driven decision making, and collaboration across teams to drive growth and mitigate risk.

Qualificações

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsabilidades

• Cultivates, builds, and manages relationships with a portfolio of small business clients to grow pipeline.
• Identifies opportunities and refers to BMO colleagues as appropriate; develops and executes sales strategies.
• Develops, maintains, and executes a business plan to achieve customer retention objectives.
• Cross-sells products and services to meet client needs and expands wallet share.
• Delivers exceptional service and builds trust through expert guidance and responsiveness.
• Develops change plans and coordinates data governance and reporting as needed.

Conhecimentos

Financial analysis

Strategic sales

Customer service

Communication skills

Team collaboration

Analytical thinking

Problem solving

Influence

Data driven decisions

Formação

Post-secondary degree in related field

Descrição da vaga

BMO is seeking a Commercial Sales & Service professional in California to cultivate and manage a portfolio of small business clients, building pipelines, and delivering consultative financial solutions. You’ll identify opportunities, develop strategic plans, and expand wallet share while providing exceptional service and expert guidance.

Role emphasizes relationship building, data-driven decision making, and collaboration across teams to drive growth and mitigate risk.