Business Banking Relationship Manager at BMO - ScoutJobs - The AI-curated global job board
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Posted 20 days ago

Business Banking Relationship Manager

BMOBusiness Banking Relationship Manager

Perks & benefits

Health Insurance

Requirements

4-6 years relevant experience, Post-secondary degree, Financial analysis skills, Knowledge of business banking products, Lending processes expertise, Customer sales and service experience

Skills

Finance

About the role

Responsibilities

  • Cultivate and manage a portfolio of small business clients to build new business pipelines and increase market share
  • Proactively develop and execute sales strategies to attract new business clients and expand existing relationships
  • Develop internal and external networks and referral sources to ensure ongoing growth
  • Identify prospective customers and cross-sell additional products and services to meet their needs
  • Deliver exceptional customer service by providing expertise, responsive service, and financial solutions
  • Analyze data and information to provide insights, recommendations, and solve strategic problems
  • Maintain compliance with Bank policies, security procedures, and regulatory requirements to prevent fraud and maintain operational integrity

Requirements

  • 4-6 years of relevant experience in business banking or a related field
  • Post-secondary degree in a related field of study or an equivalent combination of education and experience
  • Strong financial analysis skills with 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

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers. We are committed to creating lasting, positive change for our customers, our communities, and our people.

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Business Banking Relationship Manager

BMO · Appleton

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