Strategic SMB Banking Relationship Manager

BMO U.S.; Thousand Oaks (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 Thousand Oaks, CA seeks a seasoned relationship manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales and business development techniques to attract new business and deepen existing relationships.

The role emphasizes financial analysis, lender knowledge, and delivering exceptional customer service, with opportunities for cross-sell across banking products. Competitive compensation and benefits apply.

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 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.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients.
• Develops sales strategies to attract new business clients and expand existing relationships.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Delivers exceptional customer service and builds trust by providing expertise and responsive service.

Skills

Relationship Management

Business Development

Financial Analysis

Client Communications

Education

Post-secondary degree

Tools

CRM Software

Excel

Job description

BMO Financial Group in Thousand Oaks, CA seeks a seasoned relationship manager to cultivate and grow a portfolio of small business clients. You will apply consultative sales and business development techniques to attract new business and deepen existing relationships.

The role emphasizes financial analysis, lender knowledge, and delivering exceptional customer service, with opportunities for cross-sell across banking products. Competitive compensation and benefits apply.