BMO U.S.
Overview
Be among the first 25 applicants. Be part of a culture that supports growth and makes an impact in local communities. At BMO, you will help us live our Purpose:
To Boldly Grow the Good in Business and Life. Our Small Business Officer 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. Responsibilities
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 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 as needed. 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. Monitors and tracks performance, and addresses any issues; coordinates the management of databases in alignment with data governance standards. Builds change management plans of varying scope and leads or participates in related activities including planning and stakeholder management. Executes work to deliver timely, accurate, and efficient service; supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies for the prevention of loss due to fraud, 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 documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercising judgment to identify, diagnose, and solve problems within given rules; works independently on a range of complex tasks. Qualifications
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. Salary and Benefits
$57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated. For commission roles, the salary listed represents the expected target for the first year. BMO’s total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details, visit: https://jobs.bmo.com/global/en/Total-Rewards About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to help you make an impact from day one with training, coaching, and opportunities to grow. For more information, visit: https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, age, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation during the employment process, please email BMOCareers.Support@bmo.com with your request and contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Unsolicited resumes sent to BMO will be considered BMO property. A recruiting agency must have a valid, written agency agreement to submit resumes.
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Be among the first 25 applicants. Be part of a culture that supports growth and makes an impact in local communities. At BMO, you will help us live our Purpose:
To Boldly Grow the Good in Business and Life. Our Small Business Officer 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. Responsibilities
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 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 as needed. 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. Monitors and tracks performance, and addresses any issues; coordinates the management of databases in alignment with data governance standards. Builds change management plans of varying scope and leads or participates in related activities including planning and stakeholder management. Executes work to deliver timely, accurate, and efficient service; supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies for the prevention of loss due to fraud, 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 documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercising judgment to identify, diagnose, and solve problems within given rules; works independently on a range of complex tasks. Qualifications
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. Salary and Benefits
$57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated. For commission roles, the salary listed represents the expected target for the first year. BMO’s total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details, visit: https://jobs.bmo.com/global/en/Total-Rewards About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to help you make an impact from day one with training, coaching, and opportunities to grow. For more information, visit: https://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, age, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation during the employment process, please email BMOCareers.Support@bmo.com with your request and contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Unsolicited resumes sent to BMO will be considered BMO property. A recruiting agency must have a valid, written agency agreement to submit resumes.
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