Business Banking Relationship Manager
Hispanic Alliance for Career Enhancement, Pasadena, CA, United States
Job Overview
Commercial Sales & Service – The role involves cultivating, building, and managing relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Bilingual proficiency in English, Cantonese, and Mandarin is preferred.
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 a 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.
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 the 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, laws and regulations.
Qualifications
Typically 4–6 years of relevant experience and a post‑secondary degree in a related field or an equivalent combination of education and experience.
Strong financial analysis skills, with the 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, 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 and written communication skills – In‑depth.
Collaboration and team skills – In‑depth.
Analytical and problem‑solving skills – In‑depth.
Influence skills – In‑depth.
Data‑driven decision making – In‑depth.
Salary and Benefits Base salary range: $63,300.00 – $117,200.00 (Salaried). The final pay will vary based on location, skills, experience, education and qualifications for the role. The range may include commission structures for qualifying roles. For part‑time roles, the salary will be pro‑rated. The salary listed represents BMO's target for the first year in this position.
In addition to base pay, BMO offers performance‑based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For additional benefits information, please visit https://jobs.bmo.com/global/en/Total-Rewards
About BMO At BMO we are driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create lasting, positive change for our customers, communities and people. By working together, innovating and pushing boundaries, we transform lives and businesses and power economic growth worldwide.
As part of the BMO team, you are valued, respected and heard, and you have many ways to grow and make an impact. We provide training, coaching, managerial support and networking opportunities to help you develop skills and broaden your experience.
Equal Opportunity Statement BMO is a proud 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, veteran status, disability status or any other legally protected characteristic. We also consider applicants with criminal histories in accordance with applicable law.
BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation at any part of the employment process, please contact BMOCareers.Support@bmo.com with the nature of your request and your contact information.
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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 a 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.
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 the 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, laws and regulations.
Qualifications
Typically 4–6 years of relevant experience and a post‑secondary degree in a related field or an equivalent combination of education and experience.
Strong financial analysis skills, with the 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, 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 and written communication skills – In‑depth.
Collaboration and team skills – In‑depth.
Analytical and problem‑solving skills – In‑depth.
Influence skills – In‑depth.
Data‑driven decision making – In‑depth.
Salary and Benefits Base salary range: $63,300.00 – $117,200.00 (Salaried). The final pay will vary based on location, skills, experience, education and qualifications for the role. The range may include commission structures for qualifying roles. For part‑time roles, the salary will be pro‑rated. The salary listed represents BMO's target for the first year in this position.
In addition to base pay, BMO offers performance‑based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For additional benefits information, please visit https://jobs.bmo.com/global/en/Total-Rewards
About BMO At BMO we are driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create lasting, positive change for our customers, communities and people. By working together, innovating and pushing boundaries, we transform lives and businesses and power economic growth worldwide.
As part of the BMO team, you are valued, respected and heard, and you have many ways to grow and make an impact. We provide training, coaching, managerial support and networking opportunities to help you develop skills and broaden your experience.
Equal Opportunity Statement BMO is a proud 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, veteran status, disability status or any other legally protected characteristic. We also consider applicants with criminal histories in accordance with applicable law.
BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation at any part of the employment process, please contact BMOCareers.Support@bmo.com with the nature of your request and your contact information.
#J-18808-Ljbffr