Relationship Manager

BMO U.S.

Relationship Manager managing small business portfolios at BMO Financial Group. Building relationships, developing sales strategies, and delivering exceptional service to clients.

Posted 7/15/2026full-timeDrummondville • 🇨🇦 CanadaMid-LevelSenior💰 CA$56,000 - CA$103,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial analysis skills, with the ability to interpret financial statements and assess creditworthiness. Proven track record in business banking, customer relationship management, and executing sales strategies to drive business growth.

Highest-signal resume keywords

Financial AnalysisBusiness Banking ProductsCustomer Sales and ServiceAnalytical Problem SolvingData Driven Decision Making

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Statement InterpretationCreditworthiness AssessmentLoan DocumentationSales Strategy DevelopmentBusiness Plan Execution

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationInfluenceCustomer Relationship Management

Industry Keywords

Business DevelopmentCustomer RetentionChange ManagementMarket Share GrowthStakeholder Management

About the role

Key responsibilities & impact

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.
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.
Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
Answers inquiries and provides accurate information about business banking products and services.
Understands customer needs and offers financial solutions that meet customer goals.
Resolves or escalates issues.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Monitors and tracks performance, and addresses any issues.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.

Requirements

What you’ll need

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.

Benefits

Comp & perks

health insurance
tuition reimbursement
accident and life insurance
retirement savings plans