Business Banking Relationship Manager

BMO U.S.

. Cultivate, build, and manage relationships with a portfolio of small business clients .

Posted 9/18/2026full-timeChatsworth • California • United StatesMid-LevelSenior💰 $65,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial analysis skills and the ability to interpret financial statements, providing actionable insights to drive business growth. Proficient in developing and executing sales strategies while ensuring compliance with regulatory and ethical requirements.

Highest-signal resume keywords

Financial AnalysisBusiness Banking Products KnowledgeCustomer Sales and ServiceData-Driven Decision-MakingRisk Assessment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCreditworthiness AssessmentLending Processes KnowledgeLoan Documentation KnowledgeBusiness Strategy DevelopmentData GovernanceProblem-SolvingSales Strategy ExecutionCustomer Relationship ManagementMarket Analysis

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationInfluenceCustomer Service

Industry Keywords

Business BankingRegulatory ComplianceRisk ManagementChange ManagementOperational Planning

About the role

Key responsibilities & impact

Cultivate, build, and manage relationships with a portfolio of small business clients
Build a pipeline of new business and increase BMO’s market share
Develop 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 efforts
Develop, maintain, and execute business plans and relationship management strategies
Identify prospective customers and cross-sell additional products and services
Build client rapport, credibility, and trust
Understand the local market and develop relationships with centres of influence
Deliver exceptional customer service and provide expertise, responsive service, and support
Expand wallet share within the assigned portfolio
Answer inquiries about business banking products and services
Understand customer needs and offer financial solutions aligned with customer goals
Resolve or escalate issues
Develop solutions and recommendations based on business strategy and stakeholder needs
Provide advice and guidance on solution implementation
Analyze strategic problems, data, and information to provide insights and recommendations
Monitor and track performance and address issues
Coordinate database management and data governance alignment
Build and lead or participate in change management activities
Support operational program planning and implementation
Execute timely, accurate, and efficient service
Support development and promotion of a business/group program
Follow fraud, robbery, counterfeiting, money laundering, defalcation, security, and safeguarding procedures
Identify risks and take appropriate documentation and regulatory actions
Exercise judgment to diagnose and solve complex problems independently
Make sound, risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

Requirements

What you’ll need

Typically 4–6 years of relevant experience
Post-secondary degree in a related field of study or equivalent combination of education and experience
Strong financial analysis skills
Ability to interpret financial statements
Ability to assess creditworthiness
Ability to provide actionable insights to drive business growth and mitigate risk
Strong knowledge of business banking products
Knowledge of lending processes and loan documentation
Knowledge of supporting policies, procedures, and technologies
Strong experience with customer sales and service
Technical proficiency gained through education and/or business experience
In-depth 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 skills
Ability to comply with security, safeguarding, confidentiality, regulatory, legal, policy, and ethical requirements

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Reasonable accommodations for individuals with disabilities