BMO
Financial Services
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. Cultivate client relationships. Manage client portfolio”
What You'll Achieve.
Achieve customer retention objectives; Expand wallet share
Industry & Context.
Analytical skills; Problem solving skills; Data driven decision making; Identify risks; Diagnose problems; Solve problems
What They're Looking For.
Must Have
4 - 6 years relevant experience, Post-secondary degree or equivalent, Financial analysis skills, Interpret financial statements, Assess creditworthiness, Provide actionable insights, Knowledge of business banking products, Knowledge of lending processes, Knowledge of loan documentation, Customer sales experience, Customer service experience, Technical proficiency, Verbal & written communication skills, Collaboration & team skills, Analytical and problem solving skills, Influence skills, Data driven decision making
What You'll Do.
Cultivate client relationships
Manage client portfolio
Build new business pipeline
Increase market share
Apply consultative sales practices
Develop sales strategies
Attract new business clients
Expand existing relationships
Develop internal networks
Develop external networks
Develop referral sources
Generate appointments
Generate opportunities
Execute sales efforts
Develop business plan
Maintain business plan
Execute business plan
Develop relationship management strategies
Achieve customer retention objectives
Identify prospective customers
Develop client rapport
Understand local market
Develop relationships with centres of influence
Deliver exceptional customer service
Provide responsive service
Develop profitable relationships
Provide information about products
Provide information about services
Understand customer needs
Offer financial solutions
Provide recommendations
Coordinate management
Ensure integration of data
Adhere to data governance standards
Build change management plans
Lead change management activities
Participate in change management activities
Conduct readiness assessments
Plan change management activities
Manage change management stakeholders
Execute change management initiatives
Evaluate change management initiatives
Sustain change management initiatives
Provide input into operational programs
Plan operational programs
Implement operational programs
Deliver timely service
Deliver accurate service
Deliver efficient service
Support program development
Support program promotion
Follow security procedures
Follow safeguarding procedures
Prevent loss due to fraud
Prevent loss due to robbery
Prevent loss due to counterfeiting
Prevent loss due to money laundering
Prevent loss due to defalcation
Maintain confidentiality of customer information
Maintain confidentiality of Bank information
Take appropriate actions
Complete documentation
Meet regulatory requirements
Maintain operational integrity
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to applicable policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Refer to BMO colleagues; Internal networks; External networks; Referral sources; Stakeholder needs; Assigned business/group
Communication Scope
Verbal communication; Written communication
Process & Methodology
Business plan execution, Change management
Full Job Description
Application Deadline: 06/28/2026 Address: 2001 Broadway Job Family Group: Commercial Sales & Service 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 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. * Develops, maintains, and executes a business plan, including relationship managemen
Applying for this Business Banking Relationship Manager role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about BMO?
Real rants from real employees. Read before you apply.