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:

10/27/2026

Address:
1201 Beneva Road

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:
  • 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 :

$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

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.

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.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Business Banking Relationship Manager in Sarasota, FL vacancy
  • $65k - $140k

     ...:Commercial Sales & ServiceCultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase...  ...and provides accurate information about business banking products and services.Understands customer needs... 
    Suggested
    Full time
    Contract work
    Part time
    Local area

    BMO Bank

    Sarasota, FL
    1 day ago
  •  ...Senior Business Banking Relationship Manager (LO) Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned market by deepening relationships and engaging... 
    Suggested
    Work experience placement
    Work at office
    Local area

    Wells Fargo

    Sarasota, FL
    1 day ago
  •  ...Senior Business Banking Relationship Manager Sarasota, FL FinTrust Connect has partnered with a well-capitalized regional financial institution to identify top talent for a Senior Business Banking Relationship Manager opportunity in Sarasota. This is an opportunity... 
    Suggested
    Work at office

    FinTrust Connect LLC

    Sarasota, FL
    5 days ago
  •  ...Bank Of America Small Business Banking Representative At Bank of America, we are guided by a common purpose to help make financial...  ...annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Bradenton, FL
    5 days ago
  • $55k

     ...variety of innovative and fascinating businesses and create career opportunities across...  ...opportunities. Own and strategically manage a defined territory using a data-driven...  ...networking, customer referrals, and partner relationships. Consistently maintain a robust... 
    Suggested
    Base plus commission
    Work experience placement
    Local area

    Comcast

    Sarasota, FL
    5 days ago
  •  ...Commercial Banking Officer At ServisFirst, Our Name is Our Mission...  ...for developing new business, underwriting, structuring and...  ...24 hours Provide ongoing relationship servicing with current clients...  ...staff to business owners and managers Excellent communication... 
    Work at office
    Local area

    ServisFirst Bank

    Sarasota, FL
    3 days ago
  •  ...Excellence. Lodgco Hospitality is a dynamic and growing hotel management company dedicated to providing exceptional service and memorable...  ...at a regional or multi-property level. Bachelor’s degree in Business or Marketing preferred Marriott, Hilton, IHG, and/or Hyatt brand... 
    Full time
    Local area
    Monday to Friday

    Lodgco Hospitality

    Sarasota, FL
    2 days ago
  •  ...your territory — building and nurturing referral relationships with physicians, hospitals, discharge planners, case managers, social workers, skilled nursing facilities,...  ...through strategic territory planning and business development Deliver polished presentations... 
    Full time
    Local area
    Immediate start

    Preferred Care Home Health

    Sarasota, FL
    9 days ago
  •  ...global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (...  ...reflect the three cornerstones of business conduct which we strive to...  ...custody accounts for complex client relationships. 2. Develops and maintains... 
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    RiseMe

    Sarasota, FL
    2 days ago
  •  ...Account Manager The Best Teams are Created and Maintained Here. Job Summary...  ...maintenance clients, building long-term relationships that promote client satisfaction, retention...  ...existing client base and communicate leads to Business Developer Build and maintain strong... 
    Full time
    Contract work
    Work at office
    Local area
    Flexible hours
    3 days per week

    brightview.com

    Sarasota, FL
    4 days ago
  •  ...Relationships That Drive Results. Success That Lasts. Our account managers serve as the go-to contact for our customers, embodying our purpose to make construction...  ...or be actively present to capture the perfect business opportunity. You understand to create value in... 
    Work experience placement
    Work at office
    Flexible hours

    Hilti Corporation

    Sarasota, FL
    2 days ago
  •  ...Location: Florida Position Title: Account Manager - Commercial Plumbing The Opportunity A leading...  ...ideal for an individual who thrives in a relationship-driven environment and understands how to create value by developing business, solving customer problems, and... 
    For contractors
    Immediate start

    Delta Diversified

    Sarasota, FL
    3 days ago
  • $53k - $90k

     ...members. In 2012, we began franchising our business model. This role is for one of our...  ...training in Salesforce, sales process management, business development and more.Principal...  ...Prospecting and establishing referral partner relationships with professionals from the real estate... 
    Local area

    Goosehead Insurance

    Sarasota, FL
    2 days ago
  • $110k - $210k

     ...metal roofing expert, advise on curriculum strategy, mentor Sales Managers, and lead through influence across a multi-company, multi-...  ...location, state the job is located in, historical trends, and business needs. Actual earnings may vary. Where required by law, we also... 
    Hourly pay
    Full time
    For contractors
    Local area
    Relocation

    Vertex Service Partners

    Sarasota, FL
    a month ago
  • $25.25 - $30.25 per hour

     ...Job Description Job Description Manager of Client Experience & Business Services Canandaigua National...  ...professionals in wealth management, trust, banking, financial planning, or related...  .... # Client Service & Relationship Support # Serve as the first point... 
    Permanent employment
    Work experience placement
    Seasonal work
    Work at office

    Canandaigua National Bank & Trust Co

    Sarasota, FL
    a month ago
  • $50k - $60k

     ...focused on aggressively identifying, pursuing, and securing new business opportunities with former or untapped customers, primarily in...  ...Fire Suppression, and related services. Reporting to the Sales Manager, your territory will cover the Sarasota, FL area. Key Responsibilities... 
    Base plus commission
    Full time
    Temporary work
    Work at office

    Piper Fire Protection

    Sarasota, FL
    4 days ago
  •  ...Teller II conducts transactions with speed, accuracy, and efficiency, meeting or exceeding service quality standards while safeguarding bank assets assigned to them. This role contributes to the bank's growth by promoting and cross‑selling bank products and services.... 
    Work at office
    Flexible hours
    Night shift

    Happy State Bank

    Sarasota, FL
    1 day ago
  •  ...front-response associate to all entering bank clients, greeting via lobby or phone in a...  ...difference record. Assist Banking Center Manager in maintaining accurate audit records as...  ...Proficiency with personal computers and other business equipment. Knowledgeable in financial... 
    Full time
    Night shift

    American Momentum

    Sarasota, FL
    2 days ago
  •  ...Job Description: Title: Account Manager – Employee Benefits Work Mode:  Remote...  ...presence is necessary to meet specific business needs. Additionally, our remote work...  ...conducting meetings. ~ Client Relationships: Build and improve client relationships... 
    Remote work

    Insurance Office of America

    Sarasota, FL
    2 days ago
  •  ...Teller II conducts transactions with speed, accuracy, and efficiency, meeting or exceeding service quality standards while safeguarding bank assets assigned to them. This role contributes to the bank's growth by promoting and cross-selling bank products and services.... 
    Work at office
    Flexible hours
    Night shift

    cen.ai

    Sarasota, FL
    1 day ago
  • $170k

     ...minded, and building the future of local business marketing. Join Our AI-Native Growth...  ...Earning $170k OTE As A Senior Account Manager Please watch the full video before proceeding...  .... They close sales & they manage relationships. Reporting directly to me (Founder and... 
    Casual work
    Local area
    Immediate start
    Remote work

    Spredx

    Sarasota, FL
    2 days ago
  •  ...POSITION The Teller Supervisor ensures that the teller area is managed efficiently and effectively and that transactions are conducted...  ...and provide staff training. 10. Coach staff to cross sell bank products and services. 11. Assists tellers in resolving service... 
    Night shift
    Afternoon shift

    cen.ai

    Sarasota, FL
    4 days ago
  •  ...titleAftermarket Customer Support and Sales Manager (Individual Contributor) Employment...  ...activities involved with the spare parts business sales for all Power division and SVS. Responsible...  ...Spares Sales. •Monitor and manage the relationship with allocated ARC/Partners, through... 
    Contract work

    Safran Group

    Sarasota, FL
    1 day ago
  • $50k - $300k

     ...with an emphasis on tile roofing experience. You will build relationships with homeowners, guide them through the insurance and roofing...  ...discounts ~ Company-provided leads (supplemental to self-generated business) Schedule: ~ Monday to Friday, with evenings and... 
    Full time
    Monday to Friday
    Flexible hours
    Weekend work
    Afternoon shift

    Hire Velocity

    Sarasota, FL
    5 days ago
  •  ...Solutions, LaMarco Systems, LifeSafety Management, Piper Fire Protection, and VFS Fire &...  ...is responsible for developing customer relationships, managing deficiency repair opportunities...  ...based on qualifications, merit, and business needs. We do not discriminate on the basis... 
    Minimum wage
    Temporary work
    For contractors
    Work at office
    Local area
    Immediate start

    Fortis Fire & Safety

    Sarasota, FL
    19 days ago
  • $83.7k

     ...prized asset - our people. We're helping businesses get off the ground by enabling them to focus...  ...responsible for the full sales cycle - building and managing a sales pipeline, market research, prospecting, fostering relationships and creating new ones, contract negotiation,... 
    Contract work
    Casual work
    Local area
    Immediate start
    Remote work

    Justworks

    Sarasota, FL
    4 days ago
  •  ...Job Description Job Title: Account Manager – Military/Aerospace Location: Sarasota...  ...role, you will manage long-term program relationships and spearhead the acquisition of new...  ...Experience: 5+ years of account management, business development, or program management... 
    Contract work
    For contractors
    Night shift

    Laser Lens Tek LLC

    Sarasota, FL
    a month ago
  •  ...Texas and Florida in horticultural care, management, and design + sales. Simply speaking,...  ...and expert horticultural care to businesses. During the holidays, we bring joy through...  ...overall success and development of our relationships with our customers. AE’s oversee installations... 
    Seasonal work

    Natura

    Sarasota, FL
    2 days ago
  •  ...levels of an organization Ability to build relationships and accomplish many detail-oriented tasks simultaneously Conduct sound business decisions analytically in a fast-paced...  ...Excellent follow-through skills and time management Able to work independently and in a team... 
    Immediate start
    Monday to Friday

    HH Staffing Services

    Sarasota, FL
    2 days ago
  • $75k - $90k

     ...results-driven sales professionals with an existing book of business who thrive on building relationships and driving census growth. Compensation & Earning...  ...Why Join Concierge Home Care? Autonomy & Flexibility Manage your own schedule and territory Flexible business... 
    Local area
    Flexible hours

    Concierge Home Care

    Sarasota, FL
    6 days ago

Do you want to receive more vacancies?

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