Business Banking Relationship Manager | Mission Viejo, CA, USA

Business Banking Relationship Manager | Mission Viejo, CA, USA

Join BMO’s Dynamic Commercial Sales & Service Team

Enrich your professional journey with a career that’s about more than just numbers. At BMO, we value ideas, personal growth, and community impact. We’re currently looking for a Business Banking Relationship Manager to join our vibrant team and help us fulfill our purpose: To Boldly Grow the Good in Business and Life.

Role of a Business Banking Relationship Manager

Our Business Banking Relationship Manager is not just a job title, but a role that’s pivotal to BMO’s market share growth. This role involves cultivating and managing relationships with a portfolio of small business clients, increasing our business pipeline, and applying professional sales and business development practices. This is an opportunity to actively identify and seize business opportunities, while referring BMO colleagues as needed.

Key Responsibilities

The successful candidate will be responsible for various tasks including, but not limited to:

  • Developing and executing sales strategies to attract new clients and expand existing relationships.
  • Generating appointments and opportunities to grow business results through targeted sales efforts.
  • Developing, maintaining, and executing a business plan, including relationship management strategies, to achieve customer retention objectives.
  • Identifying prospective customers and cross-selling additional products and services to meet their needs.
  • Delivering exceptional customer service and building trust by providing expertise, responsive service, and support.

Qualifications and Skills

Prospective candidates should have:

  • Between 4 – 6 years of relevant experience and a post-secondary degree in a 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.

Compensation Details

The annual salary range for this position is $57,500.00 – $106,500.00, and the pay type is salaried. The total compensation package may vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO

BMO is a financial institution driven by a shared Purpose: Boldly Grow the Good in business and life. We are committed to creating lasting, positive change for our customers, our communities, and our people. As a member of the BMO team, you are valued, respected and heard, and you have more ways to grow and make an impact. To find out more, visit us at BMO Careers.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com.

The application deadline is 11/27/2025, and the job location is 26941 Crown Valley Parkway. To apply or for more information, click here.

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John Wick

ABJ, a Senior Writer at Luxurylaunches, brings over 10 years of automotive journalism expertise. He provides insightful coverage of the latest cars and motorcycles across American and European markets, while also highlighting luxury yachts, high-end watches, and gadgets. An authentic automobile aficionado, his commitment shines through in educating readers about the automotive world. When the keyboard rests, Sayan feeds his wanderlust, traversing the world on his motorcycle.
Picture of John Wick

John Wick

ABJ, a Senior Writer at Luxurylaunches, brings over 10 years of automotive journalism expertise. He provides insightful coverage of the latest cars and motorcycles across American and European markets, while also highlighting luxury yachts, high-end watches, and gadgets. An authentic automobile aficionado, his commitment shines through in educating readers about the automotive world. When the keyboard rests, Sayan feeds his wanderlust, traversing the world on his motorcycle.
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