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Business Banking Relationship Manager
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Job Description
Application Deadline: 10/04/2026 Address: VIRTUAL(U)13 - HomeRes - IL 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,
Required Skills
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