Application Deadline:
11/15/2026
Address:
6455 S. Yosemite St.
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.
Develops and executes the assigned regional business development strategy, sales targets, and sales results.
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.
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.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Assists in the development of strategic plans.
Identifies emerging issues and trends to inform decision-making.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
Mentors employees to foster professional development.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Develops and manages a business/group program.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Follows security and safeguarding procedures and 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.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in…