Business Banking Relationship Manager
$57.5k - $106.5kBank of Montreal
Location 810 W. Schulte Rd. Responsibilities Build and maintain relationships with a portfolio of small business clients to grow the bank’s market share. Identify new business opportunities and cross‑sell additional products and services to meet client needs. Develop and execute consultative sales strategies and business plans, including relationship‑management tactics, to achieve customer retention and growth objectives. Provide financial solutions and recommendations that align with each client’s business strategy and stakeholder needs. Generate appointments and opportunities through targeted sales efforts and maintain accurate business data in accordance with data‑governance standards. Lead or participate in change‑management initiatives, including readiness assessments, stakeholder engagement, and execution of improvement projects. Monitor key performance metrics, analyze data, and recommend actions to enhance results. Ensure compliance with all security, safeguarding, and risk‑management policies, and maintain confidentiality of customer and bank information. Maintain proactive relationships with local centres of influence and the broader business community. Collaborate with internal teams to promote and support a unified business/group program. Qualifications Typically 4–6 years of relevant experience and a post‑secondary degree in a related field or equivalent combination of education and experience. Strong financial analysis skills, with the ability to interpret financial statements and assess creditworthiness. Comprehensive knowledge of business banking products, lending processes, loan documentation, and supporting policies. Experience in customer sales and service, with a track record of building client relationships. Technical proficiency in relevant business tools and technologies. Excellent verbal and written communication skills (in‑depth). Effective collaboration and teamwork abilities (in‑depth). Strong analytical and problem‑solving skills (in‑depth). Proficient influence and persuasion skills (in‑depth). Data‑driven decision‑making mindset (in‑depth). Compensation & Benefits Salary range: $57,500.00 – $106,500.00 (salaried). The range may vary based on location, skills, education, and experience, and could include a commission structure. Additional benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Employment Opportunity 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. #J-18808-Ljbffr
$57.5k - $106.5k
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