Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Business Banking Relationship Manager

$65k - $140k

Bank of Montreal

Application Deadline: 09/20/2026 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications 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 Salary: $65,000.00 - $140,000.00 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. To view more details of our benefits, please visit: About Us 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 View email address on click.appcast.io and let us know the nature of your request and your contact information. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Business Banking Relationship Manager in Newport Beach, CA vacancy
  • $140k - $185k

     ...valuable financial solutions to complex Business Banking clients and prospects. Key...  ...deepening, and maintaining profitable relationships, collaborating with teammates and facilitating...  ...client satisfaction.Responsibilities:Manages an extensive portfolio of complex clients... 
    Suggested
    Full time
    Work at office
    Local area
    Day shift

    Bank of America

    Newport Beach, CA
    6 days ago
  • $65k - $140k

     ...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....  ...inquiries and provides accurate information about business banking products and services. Understands customer... 
    Suggested
    Contract work
    Part time
    Local area

    BMO Financial Group

    Newport Beach, CA
    4 days ago
  •  ...Cathay Bank is seeking an AVP, Retail Relationship Manager to drive external business development and manage a client portfolio in Irvine, CA. The role emphasizes sourcing New clients, cross-selling bank products, and coordinating with Treasury, Wealth, and Commercial... 
    Suggested
    Full time

    Cathay Bank in

    Irvine, CA
    1 day ago
  •  ...Regional Account Manager Join Team CARFAX as a Regional Account Manager. At CARFAX, we do, every day. We pride ourselves on being...  ...What you'll be doing: Maintain, retain and grow strong relationships while up-selling products and services Achieve monthly revenue... 
    Suggested
    Summer work
    Local area

    CARFAX

    Huntington Beach, CA
    1 day ago
  •  ...THE OPPORTUNITY The Strategic Account Manager for Uniworld Boutique River Cruise...  ...Hawaii . This role builds and strengthens relationships with existing partners, expands brand awareness, identifies new business opportunities, and executes strategic sales... 
    Suggested
    Seasonal work
    Work at office
    Local area
    Afternoon shift

    The Travel Corporation

    Costa Mesa, CA
    10 days ago
  • $250k - $350k

     ...Position Overview The Strategic Accounts Sales Director is a senior individual contributor role focused on developing, managing, and growing business relationships with key behavioral health and mental health organizations across the Western U.S., including California,... 
    Full time
    Work at office
    Local area
    Night shift
    Day shift

    Page Mechanical Group, Inc.

    Huntington Beach, CA
    4 days ago
  •  ...seeks a Strategic Accounts Sales Director to build and expand relationships with key behavioral health and mental health organizations across...  ...of AHCS’s specialty pharmacy and behavioral health services, manage a high-value territory, and #J-18808-Ljbffr Page Mechanical... 

    Page Mechanical Group, Inc.

    Huntington Beach, CA
    4 days ago
  • Zero Impact Energy in Costa Mesa, CA is seeking an Accounting Manager to oversee accounting operations, ensure regulatory compliance, and provide financial insights to support strategic decisions for the group. The role leads a team of accountants, manages AP/AR and bookkeeping... 

    ZERO IMPACT ENERGY

    Costa Mesa, CA
    2 days ago
  • Anduril is seeking a Director of M&A Accounting in Costa Mesa, CA. This role involves leading a dedicated M&A accounting team and managing financial integrations for acquisitions. You'll play a key role in the company’s hyper-growth phase and help drive organizational... 

    Anduril

    Costa Mesa, CA
    2 days ago
  •  ...leadership over accounting, finance, budgeting, forecasting, tax, audit and cash management functions. The role collaborates with senior leadership, external auditors, tax advisors, banking partners, and the Parent Company to deliver timely financial analysis,... 

    Toyo Tires

    Costa Mesa, CA
    1 day ago
  • Acrisure is seeking an experienced Surety Account Manager to serve as a trusted advisor and primary point of contact for clients, client...  ...types and support growth and retention of Acrisure's surety business. This on-site role requires proficiency with Microsoft Office 3... 
    Work at office

    Acrisure LLC

    Costa Mesa, CA
    2 days ago
  • Innovative Construction Solutions (ICS) in California seeks an Accounting Manager to lead the accounting team, partner with the CFO, and ensure accurate monthly close and financial reporting across multiple projects. You will drive process improvements, manage WIP and project... 

    Innovative Construction Solutions

    Costa Mesa, CA
    4 days ago
  •  ...digital innovators, program and construction managers and other professionals delivering...  ...and account management to support business growth and client engagement. This role...  ...with an existing book of clients, strong relationship management skills, and a deep understanding... 
    Contract work
    Work at office
    Local area
    Worldwide
    Flexible hours

    AECOM

    Orange, CA
    2 days ago
  • $200k - $270k

    In this key role, you will manage and drive direct sales engagements into a set of Named...  ...assigned territory. Develop executive relationships with key buyers and influencers and leverage...  ...Statements of Work. Negotiate terms of business with clients to achieve win/win results... 
    Contract work
    Work at office
    Worldwide
    Home office

    Fortinet

    Irvine, CA
    6 days ago
  • $77.55k - $189.35k

     ...Trailblazers who are passionate about bettering business and the world through AI, driving...  ...posting, Recruiters and Hiring Managers across the organization hiring Commercial...  ...consultative selling and executive-level relationships.Commercial Business Unit:Mid-Commercial... 
    Full time
    Work experience placement
    Remote work

    Salesforce

    Irvine, CA
    2 days ago
  • Flagstar Bank is seeking a Credit Products Specialist I in Newport Beach, CA to support underwriting, structuring, and management of commercial credit relationships. The role partners with sales and credit teams to structure deals, monitor portfolios, and assess risks.... 

    Flagstar Bank

    Newport Beach, CA
    1 day ago
  •  ...issue resolution for daily billing and contract administration activities across regions. You will coordinate with transactional managers, lead analysts, and client-facing professionals to ensure accurate and timely billing processes. The role requires a strong foundation... 
    Contract work

    BDO USA

    Costa Mesa, CA
    3 days ago
  • Fifth Third Bank is seeking a Personal Banker Associate II for the Westcliff Newport Beach location. The role includes an onboarding program of 4-8 weeks with rotations in Operations and Sales & Service, culminating in a certification to transition into the Retail Personal... 

    Fifth Third

    Newport Beach, CA
    3 days ago
  • $55k - $69k

     ...enjoy the people they work with. As an Account Executive, New Business, you’ll be responsible for driving new business and developing relationships within your assigned greenfield territory. You’ll manage the full sales cycle—from prospecting and lead generation to presenting... 
    Full time
    For contractors
    Work at office
    Local area
    Flexible hours

    KYOCERA Document Solutions Inc

    Irvine, CA
    1 day ago
  • $47.8k - $94.9k

     ...environments where each day presents new opportunities to connect with businesses and drive growth? As an Account Executive at Spectrum Business...  ...to read, write, speak and understand English Effective management of sales and administrative tasks with multitasking ability... 
    Casual work
    Work at office
    Local area
    Visa sponsorship

    Spectrum

    Santa Ana, CA
    4 days ago
  •  ...Spectrum Business Account Executive Goal-oriented. Self-motivated. Tenacious. Sounds like you? If so, a career as a Spectrum Business...  .... You will act as a trusted expert, building long-term relationships with small business customers to achieve your sales targets,... 
    Full time

    Spectrum

    Santa Ana, CA
    3 days ago
  • Fifth Third Bank in Newport Beach, CA offers a Retail Personal Banker II development program with a 4-8 week onboarding and rotations...  ...services. The role centers on consultative selling, customer relationship growth, and risk-aware service within the bank's policies and processes... 

    Fifth Third Bank

    Newport Beach, CA
    2 days ago
  • $200k - $220k

     ...Named Regional Account Manager (NRAM) Fortinet is at the center of one of the most...  ...for a strategic seller who can deepen relationships, expand platform adoption, lead complex...  ...initiatives. Position Fortinet's value in business terms, helping customers consolidate... 
    Contract work
    Remote work
    Worldwide
    Shift work

    Edelman

    Orange, CA
    4 days ago
  •  ...developing new and emerging customers within the local geography. Managing all aspects of customer engagement, including but not limited...  ...sales goals Develop and maintain purchasing and engineering relationships at accounts Completion of account pre-call preparation work... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Future Electronics

    Irvine, CA
    7 hours ago
  • $49k - $99.35k

     ...Job Category: Sales We're Salesforce, the Customer Company. If you believe in bringing companies and customers together, in business as the greatest platform for change, in creating a more equitable and sustainable future for all - well, you're in the right place... 
    Work experience placement
    Flexible hours

    Phenom People

    Irvine, CA
    3 days ago
  • $72.9k - $89.1k

     ...Client Account Manager/Executive The Client Account Manager/Executive...  ..., representing multiple business channels. They are...  ...Build and maintain strong client relationships Increase portfolio profitability...  ...otherwise provided by law U.S. Bank is an equal opportunity... 
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Irvine, CA
    1 day ago
  • $198.7k - $391.6k

     ...Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation Our...  ...empowers organizations to build deeper relationships with customers through innovative strategies...  ..., and architects. Our team balances business strategy, technology, creativity, and ongoing... 
    Local area

    Deloitte

    Costa Mesa, CA
    4 days ago
  • $60k - $130k

     ...Regional Account Manager Optum Infusion Pharmacy, a division of OptumRx, is searching...  ...and executing on their territory business plan, maintaining, and growing referral...  ...record of achieving results, building relationships, customer focus, and promoting all sales... 
    Full time
    Work experience placement
    Live in
    Local area
    Afternoon shift

    Genoa Telepsychiatry

    Orange, CA
    17 hours ago
  •  ...Regional Account Manager Join Mirion in our mission to harness our unrivaled knowledge of ionizing radiation for the greater...  ...motivate sales to targeted quotas. Develop strategic business relationships with new high-potential distributors in the territory to grow... 
    Work at office
    Immediate start
    Remote work

    Mirion Technologies, Inc.

    Irvine, CA
    5 days ago
  • $100k - $150k

     ...of insurance partners. The Enterprise Account Manager will be an exceptional communicator and relationship builder while also having strong analytical...  ...Be fluent in all account KPIs and other relevant business and relationship details Maximize each account... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Smartfinancial

    Newport Beach, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Business Banking Relationship Manager. Be the first to apply!