Business Banking Relationship Manager

Responsibilities

• Cultivate and manage a portfolio of small business clients to increase market share and build a new business pipeline
• Execute sales strategies to attract new clients and expand existing relationships through consultative practices
• Develop internal and external networks and referral sources to ensure ongoing business growth
• Create and execute business plans and relationship management strategies to achieve customer retention objectives
• Identify prospective customers and cross-sell financial products and services to meet diverse client needs
• Provide expert advice, responsive service, and financial solutions tailored to customer goals
• Analyze data and financial information to provide insights, recommendations, and solve strategic problems
• Maintain operational integrity by following security, safeguarding, and regulatory requirements

Requirements

• 4-6 years of relevant experience in banking or financial services
• Post-secondary degree in a related field or an equivalent combination of education and experience
• Strong financial analysis skills, including the ability to interpret financial statements and assess creditworthiness
• Deep knowledge of business banking products, lending processes, and loan documentation
• Proven experience in customer sales and service
• In-depth verbal and written communication, collaboration, and problem-solving skills
• Proficiency in data-driven decision-making and technical business tools

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services. We are committed to an inclusive, equitable, and accessible workplace where our people can grow, innovate, and make a lasting positive impact on our communities.