Business Banking Relationship Manager

BMO

San Jose, California, United States
Base: $69,000.00 - $127,800.00; bonus/equity: may ...
Strong financial analysis skills
Interpret financial statements
Assess creditworthiness
The role focuses on cultivating and managing relationships with a portfolio of small business clients to drive business growth and market share

Job Summary

  • The role focuses on cultivating and managing relationships with a portfolio of small business clients to drive business growth and market share.
  • Candidates must possess strong financial analysis skills to interpret financial statements, assess creditworthiness, and provide actionable insights to mitigate risk.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role focuses on cultivating and managing relationships with a portfolio of small business clients to drive business growth and market share.

Salary

Base: $69,000.00 - $127,800.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Strong financial analysis skills
  • Interpret financial statements
  • Assess creditworthiness
  • Knowledge of business banking products
  • Lending processes and loan documentation
  • Customer sales and service experience

Nice-to-have

  • Proactive relationship building
  • Local market knowledge
  • Data driven decision making
  • Collaboration and team skills
  • Influence and communication skills

Key Requirements

  • 4-6 years relevant experience
  • Post-secondary degree in related field
  • Experience with lending processes
  • Technical proficiency in banking tools

Work Rights

Not specified

Tailored Resume

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