Business Banking Relationship Manager

BMO U.S.

Relationship Manager at BMO cultivating relationships with small business clients and executing sales strategies. Responsible for identifying opportunities and providing financial solutions to clients.

Posted 6/19/2026full-timeNorthridge • California • 🇺🇸 United StatesMid-LevelSenior💰 $63,300 - $117,200 per yearWebsite

About the role

Key responsibilities & impact

Cultivates, builds, and manages relationships with a portfolio of small business clients
Applies professional consultative sales and business development practices
Actively identifies opportunities and refers to BMO colleagues as appropriate
Proactively develops and executes sales strategies
Develops internal and external networks and referral sources
Generates appointments and opportunities to grow business results
Develops, maintains, and executes a business plan
Identifies prospective customers and cross-sells additional products and services
Delivers exceptional customer service and builds trust
Develops and maintains long-term profitable relationships
Answers inquiries and provides accurate information about business banking products and services
Resolves or escalates issues
Provides advice and guidance on implementation of solutions
Monitors and tracks performance
Coordinates the management of databases
Builds change management plans of varying scope and type

Requirements

What you’ll need

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
Strong knowledge of business banking products and lending processes
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.

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbusiness banking productslending processescustomer salescustomer servicedata driven decision makingconsultative salesbusiness developmentchange managementbusiness planning

Soft Skills

verbal communicationwritten communicationcollaborationteam skillsanalytical skillsproblem solvinginfluence skillsrelationship managementcustomer service excellencetrust building