Business Banking Relationship Manager

BMO Financial Group

Pasadena, California, United States
Base: $63,300.00 - $117,200.00; bonus/equity: may ...
Small business client relationship management
Financial analysis and credit assessment
Business banking product knowledge
The role focuses on cultivating and managing relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share

Job Summary

  • The role focuses on cultivating and managing relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share.
  • Candidates must possess strong financial analysis skills to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth while mitigating risk.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans alongside performance-based incentives.

Matching Summary

The role focuses on cultivating and managing relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share.

Salary

Base: $63,300.00 - $117,200.00; 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

  • Small business client relationship management
  • Financial analysis and credit assessment
  • Business banking product knowledge
  • Sales strategy development and execution
  • Data driven decision making

Nice-to-have

  • Bilingual in English Cantonese and Mandarin
  • Strong networking and referral source development
  • Change management experience
  • Local market expertise
  • Exceptional customer service delivery

Key Requirements

  • 4-6 years relevant experience
  • Post-secondary degree or equivalent
  • Strong verbal and written communication skills
  • In-depth analytical and problem-solving skills
  • Proficiency in lending processes and loan documentation

Work Rights

Not specified

Tailored Resume

Cover Letter