Talent.com
Business Banking Relationship Manager
Business Banking Relationship ManagerBmo • Rowland Heights, CA, US
Business Banking Relationship Manager

Business Banking Relationship Manager

Bmo • Rowland Heights, CA, US
30+ days ago
Job type
  • Part-time
Job description

Business Banking Relationship Manager

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose : To Boldly Grow the Good in Business and Life.

Our Business Banking Relationship Manager 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 instills confidence to develop credibility and earn their trust as relationship manager.
  • Understands the local market and proactively develops relationships with centers 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.
  • Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
  • 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.
  • Provides input into the planning and implementation of operational programs.
  • Executes work to deliver timely, accurate, and efficient service.
  • Supports the development and promotion of a business / group program.
  • Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
  • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
  • Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • 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.
  • Salary : $56,000.00 - $104,000.00

    Pay Type : Salaried

    The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Create a job alert for this search

    Relationship Manager • Rowland Heights, CA, US

    Related jobs
    Relationship Manager

    Relationship Manager

    FSSI • Santa Ana, CA, US
    Full-time
    FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...Show more
    Last updated: 30+ days ago • Promoted
    Account Relationship Manager

    Account Relationship Manager

    Perseus Group • Anaheim, CA, US
    Full-time
    Account Manager / Account Relationship Manager.Compensation Plan (the "Plan").Title : Account Manager / Account Relationship Manager. Company : Dealer Information Systems.Effective Period : This Plan w...Show more
    Last updated: 3 days ago • Promoted
    Client Relationship Consultant 2

    Client Relationship Consultant 2

    U.S. Bancorp • Garden Grove, CA, US
    Full-time
    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Representative

    Customer Service Representative

    Amazon • Altadena, CA, USA
    Full-time
    Join Amazon's customer service team and help us provide world-class support to our customers.As a Customer Service Representative, you will answer customer inquiries, resolve issues, and ensure cus...Show more
    Last updated: 22 days ago • Promoted
    Branch Manager (Business Development Focused)

    Branch Manager (Business Development Focused)

    First Citizens Bank • Glendora, CA, US
    Full-time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...Show more
    Last updated: 3 days ago • Promoted
    District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.

    District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.

    InsuranceJobs.com • Los Angeles (County), California, United States
    Full-time
    At Optavise, leadership is about creating opportunities for yourself and the people you develop.As a District Manager, you’ll have the freedom to grow your business, mentor new agents, and cr...Show more
    Last updated: 14 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Financial Statement Services, Inc • Santa Ana, CA, US
    Full-time
    Quick Apply
    FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...Show more
    Last updated: 30+ days ago
    Branch Manager (Business Development Focus)

    Branch Manager (Business Development Focus)

    First Citizens BancShares • Duarte, CA, US
    Full-time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...Show more
    Last updated: 19 days ago • Promoted
    Account Service Manager

    Account Service Manager

    Vaco by Highspring • Altadena, California, United States
    Temporary
    Account Services Manager (Contract).El Segundo, CA (Hybrid : 2–3 days onsite per week).Month Contract (Coverage for Maternity Leave). A growing cosmetics and skincare brand is seeking an experienced....Show more
    Last updated: 23 days ago • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Monterey Park, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 30+ days ago • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion Edge • Altadena, CA, United States
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show more
    Last updated: 1 day ago • Promoted
    Banker Positions

    Banker Positions

    Poppy Bank • Corona del Mar, CA, United States
    Full-time
    Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecti...Show more
    Last updated: 9 days ago • Promoted
    Store Manager

    Store Manager

    Family Dollar • Altadena, CA, USA
    Full-time
    Join the Family Dollar team as a Store Manager and help us lead our store to success.As a Store Manager, you will be responsible for hiring, training, and managing staff, overseeing store operation...Show more
    Last updated: 22 days ago • Promoted
    Business Relationship Manager

    Business Relationship Manager

    East West Bancorp • Montebello, CA, US
    Full-time
    Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ...Show more
    Last updated: 30+ days ago • Promoted
    Branch Sales Manager

    Branch Sales Manager

    Kaeser Compressors • Cypress, CA, US
    Full-time
    Our design philosophy of simplicity, reliability, and efficiency provides a solid, demonstrable value proposition for our sales force which has led to our strong market share growth year over year....Show more
    Last updated: 15 days ago • Promoted
    Business Development Manager

    Business Development Manager

    Element • Huntington Beach, CA, US
    Full-time
    Element has an opportunity for a Business Development Manager responsible for named accounts within a specific geographic area. In this role you will be responsible for pursuing sales opportunities ...Show more
    Last updated: 30+ days ago • Promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Altadena, California, US
    Full-time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Relationship Advisor

    Sr. Relationship Advisor

    Northern Trust • Newport Coast, CA, US
    Full-time
    Wealth Management Relationship Manager.Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern...Show more
    Last updated: 30+ days ago • Promoted