Strategic SMB Banking Relationship Manager

BMO; Rancho Cucamonga (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life Insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a skilled Relationship Manager in Rancho Cucamonga to cultivate and manage a portfolio of small business clients, driving new business and expanding wallet share. You will apply consultative sales, cross-selling, and relationship-building skills to deliver tailored financial solutions while maintaining risk controls.

The role emphasizes building networks, delivering exceptional service, and developing proactive business plans with stakeholders within the local

Qualifications

• Strong financial analysis and interpretation of statements to guide growth and risk.
• Solid knowledge of business banking products, lending processes, and documentation.
• Proven track record in customer sales and service capability.
• Excellent verbal and written communication, collaboration, and analytical skills.
• Ability to influence and build relationships across stakeholders and centers of influence.

Responsibilities

• Develops and executes sales strategies to attract new business clients and expand relationships.
• Identifies opportunities and cross-sells products to meet client needs.
• Builds and maintains a business plan with relationship management strategies for retention and growth.
• Delivers exceptional service with credible, consultative guidance to clients.
• Resolves issues and provides solutions aligned with business strategy and risk controls.

Skills

Financial analysis

Sales experience

Customer relationship management

Communication skills

Collaboration

Problem solving

Data-driven decisions

Industry knowledge

Leadership

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a skilled Relationship Manager in Rancho Cucamonga to cultivate and manage a portfolio of small business clients, driving new business and expanding wallet share. You will apply consultative sales, cross-selling, and relationship-building skills to deliver tailored financial solutions while maintaining risk controls.

The role emphasizes building networks, delivering exceptional service, and developing proactive business plans with stakeholders within the local