BMO
BusinessBankingRelationshipManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Business Banking Relationship Manager at BMO. Skills: relationship management, sales, business development, financial analysis, creditworthiness assessment. cultivates, builds, and manages relationships with a portfolio of small business clients. build a pipeline of new business”
What You'll Achieve.
build a pipeline of new business; increase BMO’s market share; achieve customer retention objectives; grow business results; expand wallet share within the assigned portfolio; deliver timely, accurate, and efficient service
Industry & Context.
Analytical and problem solving skills - In-depth; breaks down strategic problems; analyses data and information to provide insights and recommendations; Exercises judgment to identify, diagnose, and solve problems within given rules
Follows security and safeguarding procedures, 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
What They're Looking For.
Must Have
post-secondary degree in related field of study or an equivalent combination of education and experience, financial analysis skills, demonstrated ability to interpret financial statements, assess creditworthiness, provide actionable insights to drive business growth and mitigate risk, knowledge of business banking products, lending processes and loan documentation, supporting policies, procedures, and technologies, customer sales and service experience, Verbal & written communication skills - In-depth, Collaboration & team skills - In-depth, Analytical and problem solving skills - In-depth, Influence skills - In-depth, Data driven decision making - In-depth
Nice to Have
Technical proficiency gained through education and/or business experience
What You'll Do.
and manages relationships with a portfolio of small business clients
build a pipeline of new business
increase BMO’s market share
applies professional consultative sales and business development practices and techniques
identifies opportunities and refers to BMO colleagues
develops and executes sales strategies to attract new business clients and expand existing relationships
develops internal and external networks and referral sources
generates appointments and opportunities to grow business results
and executes a business plan
including relationship management strategies
identifies prospective customers and cross-sells additional products and services
develops client rapport and instils confidence
understands the local market and proactively develops relationships with centres of influence
delivers exceptional customer service
builds trust by providing expertise
develops and maintains long-term profitable relationships
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
resolves or escalates issues
develops solutions and makes recommendations
provides advice and guidance on implementation of solutions
breaks down strategic problems
analyses data and information to provide insights and recommendations
monitors and tracks performance
coordinates the management of ensures alignment and integration of data
builds change management plans
leads or participates in a variety of change management activities
provides input into the planning and implementation of operational programs
executes work to deliver timely
and efficient service
supports the development and promotion of a business/group program
follows security and safeguarding procedures
applies due diligence in accordance with Bank’s policies and ethical standards
maintains the confidentiality of customer and Bank information
identifies risks and takes appropriate actions
exercises judgment to identify
and solve problems within given rules
works independently on a range of complex tasks
How You'll Work.
Team & Collaboration
refers to BMO colleagues as appropriate; develops internal and external networks and referral sources; collaboration & team skills - In-depth; coordinates the management of ensures alignment and integration of data; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives
Communication Scope
Verbal & written communication skills - In-depth
Process & Methodology
builds change management plans of varying scope, 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
Full Job Description
Application Deadline: 06/14/2026 Address: 221 W College Avenue Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager 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 nee
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