Business Banking Relationship Manager

About the role

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. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.

Responsibilities

• 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, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Understands the local market and proactively develops relationships with centres of influence.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Expands wallet share within the assigned portfolio.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.

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.
• Technical proficiency gained through education and/or business experience.
• 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.

Pay

$57,500.00 - $106,500.00 Pay Type: Salaried

Schedule

Full-Time

Benefits

BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/us/en/Total-Rewards

Company Information

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.