Relationship Manager (Business Banking) jobs in Newhall, CA

Relationship Manager (Business Banking) manages, maintains, and grows current business banking relationships and develops new customers. Responsible for a portfolio of small to mid-sized businesses. Being a Relationship Manager (Business Banking) seeks cross-sell opportunities and directs customers to other services and products available to meet their needs and generate business. Requires a bachelor's degree. Additionally, Relationship Manager (Business Banking) typically reports to a manager or head of a unit/department. The Relationship Manager (Business Banking) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Relationship Manager (Business Banking) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Business Banking Relationship Manager
  • BMO Bank N.A.
  • Arcadia, CA FULL_TIME
  • Application Deadline: 06/27/2024 Address: 1155 W. Huntington Dr. Job Family Group: Commercial Sales & Service 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 Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members. Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures. Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions. Understands customer needs and offers financial solutions that meet customer goals. Understands the local market and proactively develops relationships with centres of influence. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Recommends and implements solutions based on analysis of issues and implications for the business. Delivers exceptional customer service to build trust by providing expertise, responsive service, and support. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides input into the planning and implementation of operational programs. Provides advice and guidance to assigned business/group on implementation of solutions. Ensures alignment between stakeholders. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. 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. Executes work to deliver timely, accurate, and efficient service. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences. 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. Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements. 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: 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. Successful completion of CMS Compass Program or equivalent knowledge and experience – required. 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. Please note the base salary range for this specific position in Arcadia, CA is $75,000 - $110,000. Compensation and Benefits: $56,000.00 - $104,000.00 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We’re here to help 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. To find out more visit us at http://jobs.bmo.com/us/en BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.
  • 5 Days Ago

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Business Banking Relationship Manager
  • BMO U.S.
  • Arcadia, CA FULL_TIME
  • 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 com...
  • Just Posted

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Business Banking Relationship Manager
  • U.S. Bank National Association
  • Woodland, CA FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 6 Days Ago

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Healthcare Business Banking Relationship Manager
  • U.S. Bank National Association
  • Los Angeles, CA FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 1 Month Ago

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Jr. Relationship Manager
  • Sumitomo Mitsui Banking Corporation
  • Los Angeles, CA FULL_TIME
  • SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, cr...
  • 5 Days Ago

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Sr. Relationship Manager
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • Los Angeles, CA FULL_TIME
  • ABOUT THE ORGANIZATIONSMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, whol...
  • 10 Days Ago

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0 Relationship Manager (Business Banking) jobs found in Newhall, CA area

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Healthcare Business Banking Relationship Manager
  • U.S. Bank
  • Los Angeles, CA
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 5/29/2024 12:00:00 AM

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Commercial Banking Relationship Manager, Southern California
  • FFB Bank
  • Los Angeles, CA
  • Job Type Full-time Description Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, ...
  • 5/29/2024 12:00:00 AM

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Business Relationship Manager Senior Aqcuisition - Vice President
  • JPMorgan Chase
  • Encino, CA
  • Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most inn...
  • 5/29/2024 12:00:00 AM

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Business Relationship Manager Deepening - Vice President
  • JPMorgan Chase
  • Pasadena, CA
  • Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most inn...
  • 5/29/2024 12:00:00 AM

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Credit Officer I - Specialty Banking
  • City National Bank
  • Los Angeles, CA
  • **CREDIT OFFICER I -** **Renewable Power Project Team:** **_Charlotte, NC., Los Angeles, CA. *3 times a week in office_*...
  • 5/27/2024 12:00:00 AM

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Treasury Management Officer III
  • PNC Financial Services Group, Inc.
  • Los Angeles, CA
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 5/27/2024 12:00:00 AM

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Business Banking Relationship Manager
  • US Bank
  • Woodland Hills, CA
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 5/26/2024 12:00:00 AM

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Vice President, Commercial Banking Relationship Manager
  • BMO Financial Group
  • Los Angeles, CA
  • We are seeking a Vice President Relationship Manager in our Diversified Industries Group with regional focus on Los Ange...
  • 5/25/2024 12:00:00 AM

Newhall is the southernmost and oldest community of Santa Clarita, California. Prior to the 1987 consolidation of Canyon Country, Saugus, Newhall, and other neighboring communities into the city of Santa Clarita, it was an unincorporated area. It was the first permanent town in the Santa Clarita Valley....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager (Business Banking) jobs
$72,053 to $110,626
Newhall, California area prices
were up 3.2% from a year ago

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As part of their growth strategy they currently have an outstanding opportunity for a talented and motivated relationship manager.
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Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC.
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