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.
Problem solving; Analytical skills; Data driven decision making
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, Experience with customer sales, Experience with customer service, Technical proficiency, In-depth verbal communication skills, In-depth written communication skills, In-depth collaboration skills, In-depth team skills, In-depth analytical skills, In-depth problem solving skills, In-depth influence skills, In-depth 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
Apply business development techniques
Identify opportunities
Refer to BMO colleagues
Develop sales strategies
Attract new business clients
Expand existing relationships
Develop internal networks
Develop external networks
Develop referral sources
Generate appointments
Grow business results
Execute sales efforts
Develop business plan
Maintain business plan
Execute 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
Build trust with clients
Provide client expertise
Provide responsive service
Provide client support
Develop profitable relationships
Maintain profitable relationships
Answer client inquiries
Provide product information
Provide service information
Understand customer needs
Offer financial solutions
Resolve client issues
Escalate client issues
Understand business strategy
Understand stakeholder needs
Break down strategic problems
Provide recommendations
Address performance issues
Coordinate management
Ensure alignment of data
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 initiatives
Manage change stakeholders
Execute change initiatives
Evaluate change initiatives
Sustain change 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 customer information confidentiality
Maintain Bank information confidentiality
Take appropriate actions
Complete documentation
Meet regulatory requirements
Maintain operational integrity
Work independently on complex tasks
Handle unique situations
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 colleagues; Work with stakeholders; Coordinate management
Communication Scope
Verbal communication; Written communication
Process & Methodology
Change management
Full Job Description
Application Deadline: 07/12/2026 Address: 2839 W Bell Road 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 manage
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