Strategic SME Banking Relationship Manager

BMO; Burbank (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 California seeks a Commercial Relationship Manager to cultivate and manage a portfolio of small business clients, building a pipeline and expanding relationships. You will apply consultative sales and business development practices to attract new business and cross-sell services, delivering expert, responsive support to meet client goals.

You will identify opportunities, develop plans for retention, monitor performance, and collaborate across teams to drive growth while

Qualifications

• Strong financial analysis skills with ability to interpret statements.
• Knowledge of business banking products and lending processes.
• Proven experience in customer sales and service.
• Technical proficiency gained through education or experience.
• Excellent verbal and written communication.
• Collaborative, with strong teamwork.
• Analytical and problem-solving mindset.
• Ability to influence and drive data-driven decisions.

Responsibilities

• Cultivates, builds, and manages relationships with small business clients to grow pipeline.
• Develops and executes sales strategies to attract new business.
• Identifies opportunities and refers to BMO colleagues as appropriate.
• Develops business plans and relationship management strategies to retain customers.
• Cross-sells products and services to meet client needs.
• Delivers exceptional service with accurate information and support.
• Monitors performance and coordinates data governance and reporting.
• Supports risk management and compliance within policies.

Skills

Financial analysis

Business banking products knowledge

Customer sales & service

Technical proficiency

Verbal & written communication

Collaboration & teamwork

Analytical & problem solving

Influence skills

Data-driven decision making

Job description

BMO Financial Group in California seeks a Commercial Relationship Manager to cultivate and manage a portfolio of small business clients, building a pipeline and expanding relationships. You will apply consultative sales and business development practices to attract new business and cross-sell services, delivering expert, responsive support to meet client goals.

You will identify opportunities, develop plans for retention, monitor performance, and collaborate across teams to drive growth while