Strategic SMB Banking Relationship Manager

Bank of Montreal; Santa Rosa (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 plan

Job summary

Bank of Montreal is seeking a Commercial Sales & Service relationship manager to cultivate and manage a portfolio of small business clients, build a pipeline, and deliver expert financial solutions. You will apply consultative sales, grow market share, and partner with specialists to serve client needs.

Based in Santa Rosa, CA, you will identify opportunities, develop business plans, cross-sell products, and maintain long-term relationships while upholding risk and regulatory standards.

Qualifications

• 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 knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• Verbal & written communication skills - In-depth.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share.
• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.

Skills

Financial analysis

Business banking

Sales & service

Communication skills

Team collaboration

Analytical thinking

Influence skills

Data-driven decisions

Job description

Bank of Montreal is seeking a Commercial Sales & Service relationship manager to cultivate and manage a portfolio of small business clients, build a pipeline, and deliver expert financial solutions. You will apply consultative sales, grow market share, and partner with specialists to serve client needs.

Based in Santa Rosa, CA, you will identify opportunities, develop business plans, cross-sell products, and maintain long-term relationships while upholding risk and regulatory standards.