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Business Banking Relationship Manager

BMO Financial Group • Napa, CA, US • published 2026-11-03 03:17:06.374549

Description

Application Deadline: 11/22/2026 Address: 700 Main 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. * 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 proac...

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