Strategic SMB Relationship Manager

BMO; Tustin (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 is seeking an experienced Commercial Sales & Service professional to cultivate, manage, and expand relationships with small business clients. You will develop sales strategies, build networks, and generate opportunities to increase market share while delivering expert financial guidance and responsive service.

You will assess customer needs, cross-sell applicable banking products, and apply risk-aware decision making to support growth and retention, working within BMO's policy framework and

Qualifications

• Typically 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.
• 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.

Responsibilities

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO’s business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• 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

Sales & relationship building

Communication skills

Collaboration & teamwork

Analytical problem solving

Data-driven decision making

Education

Post-secondary degree in related field

Job description

BMO is seeking an experienced Commercial Sales & Service professional to cultivate, manage, and expand relationships with small business clients. You will develop sales strategies, build networks, and generate opportunities to increase market share while delivering expert financial guidance and responsive service.

You will assess customer needs, cross-sell applicable banking products, and apply risk-aware decision making to support growth and retention, working within BMO's policy framework and