Business Banking Relationship Manager

In this role you cultivate and manage a portfolio of small business clients, building a pipeline of new business and expanding wallet share. You develop consultative sales strategies, nurture networks, and cross-sell financial solutions to meet customer goals. You will work with cross-functional partners to deliver timely, accurate service while adhering to risk and governance standards. This position supports BMO's mission to grow the good in business and life by driving growth in business banking relationships.

• health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans
• commission structure
• other perks and rewards

• Cultivate and manage a portfolio of small business clients to grow market share
• Develop and execute sales strategies to attract new clients and deepen relationships
• Build networks and referral sources to sustain business growth
• Generate appointments and opportunities through targeted outreach
• Cross-sell products and services to meet client needs
• Maintain client rapport and credibility to earn trust as relationship manager
• Understand local market and engage centers of influence
• Provide expert customer service and timely, accurate information
• Develop and monitor a business plan with relationship management strategies
• Identify risks, resolve issues, and escalate as needed
• Coordinate data governance alignment and support operational programs
• Lead or participate in change management activities and readiness efforts
• Ensure compliance with security, safeguarding, and regulatory requirements
• Focus on business/group within BMO with potential enterprise-wide scope
• Apply Risk Management Framework to make sound, risk-informed decisions
• Work independently on complex tasks with potential for broader accountability

• 4-6 years of relevant experience
• Post-secondary degree in related field or equivalent experience
• Strong financial analysis skills and ability to interpret financial statements
• Knowledge of business banking products, lending processes, and loan documentation
• Experience with customer sales and service
• Technical proficiency gained through education or experience
• Verbal and written communication skills (in-depth)
• Collaboration and teamwork skills (in-depth)
• Analytical and problem-solving skills (in-depth)
• Influence and data-driven decision-making abilities

• communication
• collaboration
• analytical thinking
• financial statement interpretation
• lending processes and loan documentation
• data governance standards