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Business Banking Relationship Manager
BMO U.S.
Grand Junction, KSA
Full Time
Senior
4 weeks ago
SalesBusiness DevelopmentFinancial AnalysisCustomer ServiceCommunicationRelationship Management
Free
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SalesBusiness DevelopmentFinancial Analysis
About the Role
BMO U.S. is seeking a Business Banking Relationship Manager to cultivate and manage relationships with small business clients, develop sales strategies, and grow market share in Grand Junction, CO.
Key Skills for This Role
SalesBusiness DevelopmentFinancial AnalysisCustomer ServiceCommunicationRelationship Management
Responsibilities
- Proactively develop and execute sales strategies to attract new business clients and expand existing relationships
- Develop internal and external networks and referral sources to ensure ongoing growth of BMO's business
- Generate appointments and opportunities to grow business results through targeted sales efforts
- Develop, maintain, and execute a business plan, including relationship management strategies, to achieve customer retention objectives
- Identify prospective customers and cross sell additional products and services to meet their needs
- Develop client rapport and instil confidence to develop credibility and earn their trust as relationship manager
- Understand the local market and proactively develop relationships with centres of influence
- Deliver exceptional customer service and build trust by providing expertise, responsive service, and support
- Develop and maintain long term profitable relationships and expand wallet share within the assigned portfolio
- Answer inquiries and provide accurate information about business banking products and services
Requirements
- Typically between 4 6 years of relevant experience and post secondary degree in related field of study or equivalent
- Strong financial analysis skills, with ability to interpret financial statements and assess creditworthiness
- Strong knowledge of business banking products, lending processes and loan documentation
- 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
Full Job Posting
Overview
- 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.
Responsibilities
- 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.
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
- $51,800.00 $95,900.00
- Pay Type: Salaried
- Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
Benefits
- Performance based incentives, discretionary bonuses, as well as other perks and rewards.
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
About BMO
- At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life.
- BMO is proud to be an equal employment opportunity employer.
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