Business Banking Relationship Manager

🕒 July 6

🏢 Northridge – Onsite

💵 $55k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 31%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Cultivate, build, and manage relationships with a portfolio of small business clients • Build a pipeline of new business and increase BMO’s market share • Apply consultative sales and business development practices for an assigned jurisdiction/portfolio • Identify opportunities and refer clients to BMO colleagues as appropriate • Develop and execute sales strategies to attract new business clients and expand existing relationships • Develop internal and external networks and referral sources • Generate appointments and opportunities through targeted sales efforts • Execute business plans and relationship management strategies to achieve customer retention objectives • Identify prospective customers and cross-sell additional products and services • Build client rapport, credibility, and trust • Understand the local market and develop relationships with centres of influence • Deliver exceptional customer service and provide expertise, responsive service, and support • Expand wallet share within the assigned portfolio • Answer inquiries and provide accurate information about business banking products and services • Understand customer needs and offer financial solutions aligned with customer goals • Resolve or escalate issues • Develop solutions and recommendations based on business strategy and stakeholder needs • Provide advice and guidance on solution implementation • Analyze strategic problems, data, and information to provide insights and recommendations • Monitor and track performance and address issues • Coordinate database management in accordance with data governance standards • Build and lead or participate in change management activities • Provide input into operational program planning and implementation • Execute timely, accurate, and efficient work • Support development and promotion of business/group programs • Follow security, safeguarding, fraud prevention, anti-money laundering, confidentiality, risk, and regulatory procedures • Work independently on complex tasks and exercise judgment to diagnose and solve problems

🎯 Requirements

• Typically between 4 - 6 years of relevant experience • Post-secondary degree in related field of study or an equivalent combination of education and experience • Strong financial analysis skills • Ability to interpret financial statements • Ability to assess creditworthiness • Ability to provide actionable insights to drive business growth and mitigate risk • Strong knowledge of business banking products • Knowledge of lending processes and loan documentation • Knowledge of supporting policies, procedures, and technologies • Strong experience with customer sales and service • Technical proficiency gained through education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills • In-depth data-driven decision-making skills • Ability to take measured risks and make sound, risk-informed decisions aligned with business strategy • Adherence to applicable policy documents, laws, and regulations

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones