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Business Banking Relationship Manager

$63.3k - $117.2k

Bank 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

Vacancy posted 1 day ago
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