Business Banking Relationship Manager
$63.3k - $117.2kBank of Montreal
Application Deadline: 08/09/2026 Address: 2001 Broadway Job Family Group: Commercial Sales & Service Job Overview This role cultivates, builds, and manages relationships with a portfolio of small business clients to grow BMO’s market share, applying consultative sales and business development practices to attract new business and expand existing relationships. Responsibilities Develops and executes sales strategies to attract new business clients and expand within the assigned portfolio. Builds and maintains internal and external networks and referral sources for ongoing growth. Generates appointments and opportunities through targeted sales efforts. Creates, maintains, and implements business plans with relationship‑management strategies to achieve customer retention objectives. Identifies prospective customers, cross‑sells additional products and services, and develops client rapport to earn trust. Researches and understands local markets, proactively developing relationships with centres of influence. Provides exceptional customer service, expertise, and responsive support. Expands wallet share within the portfolio and maintains long‑term profitable relationships. Responds to inquiries, providing accurate information about business banking products and services. Analyzes customer needs to recommend financial solutions that meet goals. Resolves or escalates issues and recommends solutions based on business strategy and stakeholder needs. Breaks down strategic problems, analyzes data, and delivers insights and recommendations. Monitors performance, addresses issues, and tracks progress. Coordinates database management, ensuring alignment and integration with data governance standards. Builds and participates in change‑management activities, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment. Supports operational program planning and implementation. Delivers timely, accurate, and efficient service. Promotes business/group programs across the organization. Follows security, safeguarding procedures, and applies due diligence to prevent fraud, loss, and regulatory violations. Maintains confidentiality of customer and bank information per policies and procedures. Identifies risks and takes appropriate actions to uphold operational integrity. Exercises judgment to diagnose and solve problems within established rules and independent work on complex tasks. Applies the Risk Management Framework to make sound, risk‑informed decisions aligned with business strategy while adhering to policies, laws, and regulations. 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, assess creditworthiness, and provide actionable insights. Comprehensive knowledge of business banking products, lending processes, loan documentation, and supporting policies and procedures. Demonstrated experience in customer sales and service. Technical proficiency developed through education and/or business experience. Excellent verbal and written communication skills. In‑depth collaboration and team skills. In‑depth analytical and problem‑solving skills. In‑depth influence skills. Data‑driven decision‑making abilities. Salary & Benefits Salary: $63,300.00 – $117,200.00 (Salaried). The range may vary by location, skills, experience, education, and qualifications. “Commission #J-18808-Ljbffr
$63.3k - $117.2k
...Commercial Sales & Service Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and... ...inquiries and provides accurate information about business banking products and services. Understands customer needs...SuggestedContract workPart timeLocal area- ...Fifth Third Bank in San Francisco seeks a Business Banking Relationship Manager III to develop and manage a portfolio of small business clients with annual sales up to $10 million. You will provide financial solutions across loans, deposits, treasury management and related...Suggested
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...our mission is to help the lifeblood of our communities, small businesses, specifically local restaurants and bars. Launched in 2015,... ...innovate and get things done Enjoy working collaboratively with management and other team members throughout the sales process...Local area- ...configurable identity platform built for businesses in a digital-first world. Verifying... ...new logos, and building durable customer relationships that scale with Persona's platform.... ...meeting or exceeding targets ~ Experience managing the full customer acquisition lifecycle...Full timeFor contractorsInternship
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- ...development representative to the most senior manager can have an enormous impact. We value... ...other solutions. begin to create relationships with cross functional groups within... ...process. be working on projects for the business that are outside the scope of simply...
$180k
...Additionally, you'll be strategizing and executing on closing new business and expanding our footprint with existing customers. On any... ...Partner with Sales Engineering to run discovery and demos Manage the sales-cycle including lead generation, qualification and other...Work at officeFlexible hours2 days per week1 day per week- ...through close. Multi-thread the buying committee – Engage business champions, technical champions, and economic buyers in parallel... ...with your FDE to drive adoption, expansion, and renewal. The relationship doesn't transfer; it deepens. Our Ideal Candidate You...Flexible hours
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...beautiful future for everyone. The Global Enterprise Account Manager drives business and cross sells within complex, large enterprise Global... .... Maintain a balanced approach of cultivating long-term relationships and capitalizing on upcoming opportunities and projects....Contract workTemporary work
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