This role focuses on cultivating, building, and managing relationships with a portfolio of small business clients. The Relationship Manager is responsible for building a pipeline of new business and increasing the company's market share by applying professional consultative sales and business development practices and techniques.
Responsibilities
Proactively develop and execute sales strategies to attract new business clients and expand existing relationships
Develop internal and external networks and referral sources to ensure ongoing growth of BMO's business
Generate appointments and opportunities to grow business results through targeted sales efforts
Develop, maintain, and execute a business plan, including relationship management strategies, to achieve customer retention objectives
Identify prospective customers and cross-sell additional products and services to meet their needs
Develop client rapport and instil confidence to develop credibility and earn their trust as relationship manager
Understand the local market and proactively develop relationships with centres of influence
Deliver exceptional customer service and build trust by providing expertise, responsive service, and support
Develop and maintain long-term profitable relationships and expand wallet share within the assigned portfolio
Answer inquiries and provide accurate information about business banking products and services
Understand customer needs and offer financial solutions that meet customer goals
Resolve or escalate issues
Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs
Provide advice and guidance to assigned business/group on implementation of solutions
Develop, maintain, and execute a business plan, including relationship management strategies, to achieve customer retention objectives
Break down strategic problems, and analyse data and information to provide insights and recommendations
Monitor and track performance, and address any issues
Coordinate the management of databases; ensure alignment and integration of data in adherence with data governance standards
Build change management plans of varying scope and type; lead or participate in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives
Provide input into the planning and implementation of operational programs
Execute work to deliver timely, accurate, and efficient service
Support the development and promotion of a business/group program
Follow security and safeguarding procedures and apply 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
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures
Identify risks and take appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity
Focus primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercise judgment to identify, diagnose, and solve problems within given rules
Work independently on a range of complex tasks, which may include unique situations
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations
Requirements
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk
Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies
Strong experience with customer sales and service
Technical proficiency gained through education and/or business 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
Benefits
Performance-based incentives
Discretionary bonuses
Other perks and rewards
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Important Details
Application deadline: 10/22/2026
About the Company
At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
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At BMO, our banking services reflect our commitment to helping people at every financial stage of their lives.
