Talent.com
Business Banking Relationship Manager

Business Banking Relationship Manager

BMO Financial GroupHanford, CA, United States
3 days ago
Job type
  • Part-time
Job description

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 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.

Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.

Breaks down strategic problems, and analyses 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 :

$57,500.00 - $106,500.00

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. To view more details of our benefits, please visit :

About Us

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.

To find out more visit us at

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 • Hanford, CA, United States

Related jobs
  • Promoted
Client Relationship ManagerFresno, California, United States

Client Relationship ManagerFresno, California, United States

ErnestFresno, CA, US
Full-time
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advan...Show moreLast updated: 30+ days ago
Account Executive / Firm Relationship & Partnership Manager

Account Executive / Firm Relationship & Partnership Manager

UWorld, LLCCA, US
Remote
Full-time
Quick Apply
UWorld is the worldwide leader in online learning to prepare professionals for high-stakes exams.Since 2003, UWorld has helped over 2 million undergraduate, graduate, and professional students succ...Show moreLast updated: 11 days ago
  • Promoted
Personal Service Coordinator / Case Manager III - Bilingual Preferred

Personal Service Coordinator / Case Manager III - Bilingual Preferred

Turning Point of Central CaliforniaKerman, CA, United States
Full-time
Turning Point of Central California, Inc.For over 50 years now, we have been transforming lives across the state of California. From Mental Health to Community Corrections, Children's Services, Hous...Show moreLast updated: 30+ days ago
  • Promoted
Wealth Relationship Manager- Fresno, CA

Wealth Relationship Manager- Fresno, CA

CitigroupFresno, CA, US
Full-time
Wealth Relationship Manager- Fresno, CA.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll...Show moreLast updated: 30+ days ago
  • Promoted
CDL Class A Driver - Footprints Delivery Service LLC

CDL Class A Driver - Footprints Delivery Service LLC

Amazon Freight PartnerHanford, CA
Full-time +1
Class A CDL Drivers wanted for Amazon Freight Partner.Approximately $50,000 yearly take home pay + benefits.Full Time, Part Time and Seasonal. Footprints Delivery Service is hiring full-time, motiva...Show moreLast updated: 30+ days ago
  • Promoted
General Manager wanted for Gill Chevrolet Dealership

General Manager wanted for Gill Chevrolet Dealership

Gill Automotive GroupKerman, CA, US
Full-time
Are you looking for an exciting new opportunity? If you're looking for an opportunity to join the automotive industry as a valued team member, your search is complete! Located in Kerman, CA and...Show moreLast updated: 30+ days ago
  • Promoted
Business Manager

Business Manager

Brident Dental & OrthodonticsFresno, CA, US
Full-time
The Business Manager at Sonrava is responsible for running and perpetuating a productive, efficient, and engaged dental practice. At the core of your dedication is supporting the doctors, the Direct...Show moreLast updated: 22 days ago
  • Promoted
Branch Manager

Branch Manager

Bedrosians Tile and StoneFresno, CA, US
Full-time
The Branch Manager is responsible for the branch's success.Branch staff report directly to the Branch Manager and it is the Branch Manager's responsibility to ensure all staff are well-trained and ...Show moreLast updated: 17 days ago
  • Promoted
ICM / OP Personal Service Coordinator / Case Manager II - Bilingual Preferred

ICM / OP Personal Service Coordinator / Case Manager II - Bilingual Preferred

Turning Point of Central CaliforniaKerman, CA, United States
Full-time
Turning Point of Central California, Inc.For over 50 years now, we have been transforming lives across the state of California. From Mental Health to Community Corrections, Children's Services, Hous...Show moreLast updated: 21 days ago
  • Promoted
Branch Manager II

Branch Manager II

AirgasFresno, CA, US
Full-time
Location : Fresno, CA - Filling industrial.How Will You Contribute and Grow?.A successful Branch Manager at Airgas will be a team player with strong leadership skills to support and drive sales.The ...Show moreLast updated: 30+ days ago
  • Promoted
Account Manager

Account Manager

BrightView Landscape ServicesHanford, CA, United States
Full-time
Position at BrightView Landscape Services.At BrightView, the best teams are created and maintained here.If you are searching for your next fulfilling career, picture yourself on a best-in-class tea...Show moreLast updated: 3 days ago
  • Promoted
Business Banking Relationship Manager

Business Banking Relationship Manager

BMO Financial GroupDinuba, CA, United States
Part-time
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 c...Show moreLast updated: 3 days ago
  • Promoted
Business Banking Relationship Manager

Business Banking Relationship Manager

BmoHanford, CA, US
Part-time
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 grow...Show moreLast updated: 30+ days ago
  • Promoted
Retail Relationship Banker

Retail Relationship Banker

BmoOrosi, CA, US
Full-time
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...Show moreLast updated: 28 days ago
  • Promoted
Sales Representative

Sales Representative

BVMHanford, CA, US
Full-time
Be the exclusive Publisher for your neighborhood, enjoying complete autonomy and schedule flexibility.Be in business for yourself, but not by yourself!. Sell print and digital ad products & solu...Show moreLast updated: 8 days ago
  • Promoted
  • New!
Business Sales Account Executive

Business Sales Account Executive

Apex MgmtVisalia, CA, United States
Full-time
Apex Premier Management, a dynamic sales and marketing firm in Fresno, CA, is seeking a highly motivated individual to join our team as Business Sales Account Executive to work with our Telecommuni...Show moreLast updated: 12 hours ago
  • Promoted
Relationship Manager

Relationship Manager

AgWestTulare, CA, US
Full-time
AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowner...Show moreLast updated: 30+ days ago
  • Promoted
Business Center Manager - Fresno, CA

Business Center Manager - Fresno, CA

BankTalent HQFresno, CA, United States
Full-time
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 2 days ago
  • Promoted
Share Your Opinions. Earn Rewards.

Share Your Opinions. Earn Rewards.

Opinion EdgeCorcoran, 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 moreLast updated: 1 day ago
  • Promoted
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL FinancialFresno, CA, US
Full-time
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...Show moreLast updated: 30+ days ago