Talent.com
Business Banking Relationship Manager
Business Banking Relationship ManagerBank of Montreal • Arcadia, CA, United States
Business Banking Relationship Manager

Business Banking Relationship Manager

Bank of Montreal • Arcadia, CA, United States
15 hours ago
Job type
  • Part-time
Job description

Application Deadline :

11 / 27 / 2025

Address : 1045 W Huntington Dr

Job Family Group :

Commercial Sales & Service

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 :

    $63,300.00 - $117,200.00

    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 • Arcadia, CA, United States

    Related jobs
    Business Relationship Manager

    Business Relationship Manager

    Unavailable • Arcadia, CA, United States
    Full-time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
    Last updated: 2 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Hanmi Bank • Los Angeles, CA, US
    Full-time
    The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on...Show more
    Last updated: 6 days ago • Promoted
    Relationship Manager

    Relationship Manager

    EBizCharge and Century Business Solutions • Irvine, California, United States, 92618
    Full-time
    Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati...Show more
    Last updated: 30+ days ago
    Commercial Banking Relationship Manager

    Commercial Banking Relationship Manager

    Columbia Bank (WA, OR & ID) • Los Angeles, CA, United States
    Full-time
    At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and comm...Show more
    Last updated: 2 days ago • Promoted
    Commercial Relationship Manager

    Commercial Relationship Manager

    CityFirst Bank • Los Angeles, CA, United States
    Full-time
    Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development.Our cr...Show more
    Last updated: 30+ days ago • Promoted
    Private Banking Relationship Manager

    Private Banking Relationship Manager

    Mechanics Bank • Los Angeles, CA, United States
    Full-time
    Private Banking Relationship Manager.Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Beverl...Show more
    Last updated: 1 day ago • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    Bank of Montreal • Rowland Heights, 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 more
    Last updated: 2 days ago • Promoted
    Sr. Commercial Banking Relationship Manager

    Sr. Commercial Banking Relationship Manager

    First Bank • El Segundo, CA, United States
    Full-time
    Commercial Banking Relationship Manager.Commercial Banking Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    CalPrivate Bank • Newport Beach, CA, US
    Full-time
    CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Market President or Chief Banking Officer. Develops and manages a portfolio of Bank clients in market...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Los Angeles, 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: 27 days ago • Promoted
    Branch Relationship Banker - Santa Monica, CA

    Branch Relationship Banker - Santa Monica, CA

    BankTalent HQ • Santa Monica, 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 more
    Last updated: 30+ days ago • Promoted
    FVP, Relationship Manager

    FVP, Relationship Manager

    Cathay Bank - Headquarters • El Monte, 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
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BMO Financial Group • Arcadia, 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 more
    Last updated: 2 days ago • Promoted
    Business Relationship Manager

    Business Relationship Manager

    Marsh LLC • Los Angeles, CA, United States
    Full-time
    Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful w...Show more
    Last updated: 2 days ago • Promoted
    Commercial Banking Relationship Manager III

    Commercial Banking Relationship Manager III

    First Bank • El Segundo, CA, United States
    Full-time
    The Commercial Loann Officer III Independently handles all relationship types including the most complex loans.This role will specialize in our C&I business primarily. Knowledgeable of all bank prod...Show more
    Last updated: 30+ days ago • Promoted
    Public Sector Banking Relationship Manager

    Public Sector Banking Relationship Manager

    River City Bank • Los Angeles, CA, United States
    Full-time
    The Public Sector Banking Relationship Manager is responsible for maintaining and growing deposit relationships for public sector clients, such as government agencies and municipalities in Californ...Show more
    Last updated: 15 hours ago • Promoted • New!
    Commercial Banking Relationship Manager - Los Angeles, CA

    Commercial Banking Relationship Manager - Los Angeles, CA

    BankTalent HQ • Los Angeles, CA, United States
    Full-time
    California Bank & Trust is looking for a.Commercial Banking Relationship Manager.Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools...Show more
    Last updated: 30+ days ago • Promoted
    Senior Small Business Banking Relationship Manager (LO)

    Senior Small Business Banking Relationship Manager (LO)

    Wells Fargo • Newport Beach, CA, United States
    Full-time
    Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers.Learn more about the career...Show more
    Last updated: 2 days ago • Promoted