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BMO U.S.
BMO U.S.
5,001 – 10,000 Employees
ConsultingInsuranceLogistics
BMO U.S. is a U.S.-based diversified financial services company serving individuals, small businesses, and large enterprises. Its offerings span personal and business banking, mortgages, investments, financial planning, insurance, wealth management, commercial lending, and commercial mortgages. The company also supports digital and cross-border banking, alongside asset management and capital markets activities. Its broad operating model creates opportunities across financial services, banking technology, customer support, commercial finance, and related corporate functions.
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Business Banking Relationship Manager - Chatsworth, CA

Manage and grow BMO’s small-business client portfolio in Chatsworth through relationship development, financial solutions, lending, sales, service, and risk management.

USUnited StatesCACalifornia
$65,000 – $140,000 / year
On-siteFull-timeMiddleSeniorEnglish RequiredAccount ManagerSales

Description

  • Manage and grow a portfolio of small-business client relationships
  • Build a new-business pipeline and increase BMO’s market share
  • Create and execute sales strategies to attract new business clients and expand existing relationships
  • Develop internal and external networks and referral sources
  • Generate appointments and opportunities through targeted sales activity
  • Create, maintain, and implement business plans and relationship-management strategies
  • Identify prospective customers and cross-sell relevant products and services
  • Establish client rapport, credibility, and trust
  • Understand the local market and develop relationships with centers of influence
  • Provide responsive, expert support and exceptional customer service
  • Increase wallet share across the assigned portfolio
  • Respond to inquiries about business-banking products and services
  • Assess customer needs and recommend financial solutions aligned with their goals
  • Resolve issues or escalate them when appropriate
  • Develop solutions and recommendations based on business strategy and stakeholder needs
  • Advise and guide stakeholders on implementing solutions
  • Analyze strategic issues, data, and information to deliver insights and recommendations
  • Track performance, monitor results, and address issues
  • Coordinate database management and alignment with data-governance requirements
  • Build, lead, or participate in change-management activities
  • Support operational program planning and implementation
  • Deliver service accurately, efficiently, and on time
  • Support the development and promotion of a business or group program
  • Follow procedures for fraud, robbery, counterfeiting, money laundering, defalcation, security, and safeguarding
  • Identify risks and complete appropriate documentation and regulatory actions
  • Use independent judgment to diagnose and resolve complex problems
  • Make sound, risk-informed decisions consistent with business strategy and applicable policies, laws, and regulations

Requirements

  • Typically 4–6 years of relevant experience
  • A post-secondary degree in a related field or an equivalent combination of education and experience
  • Strong financial-analysis capabilities
  • Ability to interpret financial statements
  • Ability to assess creditworthiness
  • Ability to provide actionable insights that support growth and reduce risk
  • Strong knowledge of business-banking products
  • Knowledge of lending processes and loan documentation
  • Knowledge of relevant policies, procedures, and technologies
  • Strong customer sales and service experience
  • Technical proficiency developed through education and/or business experience
  • Advanced verbal and written communication skills
  • Advanced collaboration and teamwork skills
  • Advanced analytical and problem-solving skills
  • Advanced ability to influence others
  • Advanced data-driven decision-making skills
  • Ability to meet security, safeguarding, confidentiality, regulatory, legal, policy, and ethical obligations

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident insurance
  • Life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonuses
  • Additional perks and rewards
  • Comprehensive training and coaching
  • Managerial support
  • Opportunities to build a professional network
  • Tools and resources to support continued progress
  • Reasonable accommodations for individuals with disabilities

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