Small Business Officer

Small Business Officer

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; 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 include :

• 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 instills confidence to develop credibility and earn their trust as relationship manager.
• Understands the local market and proactively develops relationships with centers 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.
• 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.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• 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.
• Provides input into the planning and implementation of operational programs.
• 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 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.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications :

Salary : $51,800.00 - $95,900.00

Pay Type : Salaried

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position 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.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), 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. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. 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 and let us know the nature of your request and your contact information.