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Posted 18 days ago
Business Banking Relationship Manager
BMOBusiness Banking Relationship Manager
Perks & benefits
AccommodationEducation AllowanceHealth InsuranceTransportation
Requirements
4-6 years relevant experience, post-secondary degree in related field, financial analysis skills, knowledge of business banking products, lending processes expertise, customer sales and service experience
Skills
FinanceBanking
About the role
Responsibilities
- Cultivate and manage a portfolio of small business clients to drive new business growth and increase market share
- Proactively develop and execute sales strategies to attract new clients and expand existing relationships
- Identify prospective customers and cross-sell products and services to meet their specific financial needs
- Develop and maintain internal and external referral networks and centers of influence
- Provide expert advice, responsive service, and financial solutions to build long-term client trust
- Analyze data and financial information to provide insights, recommendations, and strategic business plans
- Ensure compliance with all security, safeguarding, and regulatory requirements to mitigate risk
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, analytical, and problem-solving skills
Benefits
- Competitive salary range
- Performance-based incentives and discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
About the Company
BMO is a leading North American bank driven by a 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 to help fuel growth and expand possibilities for individuals and businesses worldwide.
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BMO · San Leandro
