6,628 Small-Business jobs in the United States
Small Business Officer
85067 Phoenix, Arizona
BMO Financial Group
Posted today
Job Viewed
Job Description
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
View Now
0
Small Business Officer
85258 Scottsdale, Arizona
BMO Financial Group
Posted today
Job Viewed
Job Description
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
View Now
1
Small Business Officer
46202 Indianapolis, Indiana
BMO Financial Group
Posted 4 days ago
Job Viewed
Job Description
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
View Now
2
Small Business Specialist
30309 Midtown Atlanta, Georgia
ADP
Posted 4 days ago
Job Viewed
Job Description
ADP is hiring a **Sales Representative, Human Resources Outsourcing (HRO).**
+ **_Are you ready for your next best job where you can elevate your financial future?_**
+ **_Are you looking to grow your career with a formal career path at an established, respected, global leader?_**
+ **_Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging?_**
If so, this may be the opportunity you've been searching for. Read on and decide for yourself.
In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions.
You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Sales at ADP** , watch here: YOU'LL DO** : Responsibilities
+ **Grow Our Business While Growing Yours** : You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy.
+ **Turn Prospects into Loyal and Referring Clients:** You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers.
+ **Deepen Relationships Across the ADP Family** : In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here.
+ **Collaborate Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.
**TO SUCCEED IN THIS ROLE** : Required Qualifications
+ **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone.
+ **Strategic Closer** . You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships.
+ **Proven Winner** . You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them.
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:
+ Three years of business-to-business sales experience (preferably field sales) within a results-driven environment.
+ Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success.
**Bonus points for these:** _Preferred Qualifications_
+ Ability to successfully build a network and effectively use social media for sales
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Balance work and life.** Resources and flexibility to more easily integrate your work and your life.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
+ **_Are you ready for your next best job where you can elevate your financial future?_**
+ **_Are you looking to grow your career with a formal career path at an established, respected, global leader?_**
+ **_Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging?_**
If so, this may be the opportunity you've been searching for. Read on and decide for yourself.
In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions.
You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Sales at ADP** , watch here: YOU'LL DO** : Responsibilities
+ **Grow Our Business While Growing Yours** : You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy.
+ **Turn Prospects into Loyal and Referring Clients:** You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers.
+ **Deepen Relationships Across the ADP Family** : In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here.
+ **Collaborate Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.
**TO SUCCEED IN THIS ROLE** : Required Qualifications
+ **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone.
+ **Strategic Closer** . You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships.
+ **Proven Winner** . You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them.
A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:
+ Three years of business-to-business sales experience (preferably field sales) within a results-driven environment.
+ Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success.
**Bonus points for these:** _Preferred Qualifications_
+ Ability to successfully build a network and effectively use social media for sales
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Balance work and life.** Resources and flexibility to more easily integrate your work and your life.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
View Now
3
Small Business Specialist
55145 Saint Paul, Minnesota
UMB Bank
Posted 10 days ago
Job Viewed
Job Description
**SMALL BUSINESS SPECIALIST-MINNEAPOLIS/ST. PAUL, MINNESOTA**
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.
**Responsibilities to include:**
+ Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals
+ Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan
+ Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)
+ Ensure that customers have a positive experience with the organization and its products/services at every touch point
+ Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs
+ Perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities; communicate and partner with other lending areas for follow up on behalf of customer; apply expertise of banking products/services to help them achieve their financial goals
+ Communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $MM)
+ Process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within target timeframes
+ Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients
**Qualifications:**
+ Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience
+ Knowledge of Business Banking products, processes, policies and lending practices
+ Ability to develop new business and good B2B sales skills
+ Ability to provide excellent customer service
+ Ability to create and deliver one-on-one and group presentations
+ Excellent interpersonal, verbal and written communication skills
+ Ability and willingness to sell via outbound telephone calls
+ Proficiency in Word, Excel and PowerPoint
**Compensation Range:**
56,890.00 - 109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
View Now
4
Small Business Officer
54306 Green Bay, Wisconsin
BMO Financial Group
Posted 25 days ago
Job Viewed
Job Description
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
View Now
5
Small Business Officer
54913 Appleton, Wisconsin
BMO Financial Group
Posted 25 days ago
Job Viewed
Job Description
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
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.
+ 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 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.
+ 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.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses 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:**
+ 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:**
$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. To view more details of our benefits, please visit: Us**
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 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 and let us know the nature of your request and your contact information.
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.
View Now
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6
Business Development Representative - Marketing & Small Business Support
Littleton, Illinois
Surge Inc
Posted today
Job Viewed
Job Description
Job Description
Job Description
Surge is a Denver-based marketing and sales firm committed to showcasing and elevating small businesses. As a Business Development Representative, this B2B (business to business) sales role is essential in building meaningful connections and representing a mission-driven brand with professionalism and purpose.
Position Details:
- Location: Fully in-office (Denver, CO)
- Schedule: Full-time (Monday–Friday)
- Compensation: $50,000–$85,000+ first year OTE (On-Target Earnings)
- Bonus Structure: Uncapped, performance-based bonuses
- Perks: 401K, travel opportunities for top performers, upward growth within the company
This is a great opportunity to learn client acquisition and sales strategy from the ground up, while working on something that genuinely supports local entrepreneurs and keeps our communities thriving.
What You’ll Be Doing:
- Researching and identifying potential business clients who align with our mission
- Initiating outreach via phone, email, and in-person networking
- Conducting discovery conversations to learn about business goals and challenges
- Communicating the value of being featured in The Little Local Book
- Setting high-quality meetings or demos for our Brand Consultants
- Collaborating with a driven, supportive team to refine and improve our outreach
- Keeping detailed notes and updating our CRM to track prospects and activity
You’re a great fit if you:
- Are a clear communicator and confident in starting conversations with business owners
- Think strategically and enjoy solving problems
- Are organized, coachable, and motivated by goals
- Are excited by the idea of helping small businesses grow their brand and visibility
- Want to develop long-term sales and client management skills
What You’ll Gain:
- Uncapped performance bonuses
- Hands-on training in sales, client development, and business strategy
- Mentorship from experienced leaders and daily team collaboration
- A role with long-term growth potential as the company expands
- A mission you can be proud of—supporting small businesses and real people in your community
Apply now and tell us why you’d thrive in a business development role. Interviews are happening now—don't miss the chance to grow with us.
View Now
7
Small Business Relationship Manager
36107 Montgomery, Alabama
Regions Bank
Posted today
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily targets general-industry clients with revenues up to $20MM.
**Primary Responsibilities**
+ Identifies, acquires, and grows new relationships with small business clients
+ Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
+ Assesses the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially
+ Provides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challenges
+ Collaborates with branches and product partners
+ Plans and executes quality client/prospecting calls
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree and four (4) years closely related client-facing financial services experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory
+ High school diploma or GED and eight (8) years of closely related client-facing financial services experience, to include at least two (2) years growing and managing a dedicated book of small business clients across an assigned territory
**Preferences**
+ Credit/Analyst experience
+ Customer service focus with experience handling complex transactions across multiple systems
+ Developed analytical and problem-solving skills
+ Developed negotiation abilities
+ Developed verbal and written communication skills
+ Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong business acumen to provide financial services consultation to small business clients
+ Strong relationship-building skills
**This position may be filled at a higher level depending on the candidate's qualifications and relevant experience**
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$2,136.48 USD
**_Median:_**
100,586.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
RSA Battle House Tower
**Location:**
Mobile, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily targets general-industry clients with revenues up to $20MM.
**Primary Responsibilities**
+ Identifies, acquires, and grows new relationships with small business clients
+ Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
+ Assesses the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially
+ Provides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challenges
+ Collaborates with branches and product partners
+ Plans and executes quality client/prospecting calls
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree and four (4) years closely related client-facing financial services experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory
+ High school diploma or GED and eight (8) years of closely related client-facing financial services experience, to include at least two (2) years growing and managing a dedicated book of small business clients across an assigned territory
**Preferences**
+ Credit/Analyst experience
+ Customer service focus with experience handling complex transactions across multiple systems
+ Developed analytical and problem-solving skills
+ Developed negotiation abilities
+ Developed verbal and written communication skills
+ Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong business acumen to provide financial services consultation to small business clients
+ Strong relationship-building skills
**This position may be filled at a higher level depending on the candidate's qualifications and relevant experience**
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$2,136.48 USD
**_Median:_**
100,586.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
RSA Battle House Tower
**Location:**
Mobile, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
8
Small Business Relationship Manager
36670 Mobile, Alabama
Regions Bank
Posted today
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily targets general-industry clients with revenues up to $20MM.
**Primary Responsibilities**
+ Identifies, acquires, and grows new relationships with small business clients
+ Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
+ Assesses the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially
+ Provides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challenges
+ Collaborates with branches and product partners
+ Plans and executes quality client/prospecting calls
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree and four (4) years closely related client-facing financial services experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory
+ High school diploma or GED and eight (8) years of closely related client-facing financial services experience, to include at least two (2) years growing and managing a dedicated book of small business clients across an assigned territory
**Preferences**
+ Credit/Analyst experience
+ Customer service focus with experience handling complex transactions across multiple systems
+ Developed analytical and problem-solving skills
+ Developed negotiation abilities
+ Developed verbal and written communication skills
+ Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong business acumen to provide financial services consultation to small business clients
+ Strong relationship-building skills
**This position may be filled at a higher level depending on the candidate's qualifications and relevant experience**
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$2,136.48 USD
**_Median:_**
100,586.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
RSA Battle House Tower
**Location:**
Mobile, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily targets general-industry clients with revenues up to $20MM.
**Primary Responsibilities**
+ Identifies, acquires, and grows new relationships with small business clients
+ Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
+ Assesses the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially
+ Provides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challenges
+ Collaborates with branches and product partners
+ Plans and executes quality client/prospecting calls
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree and four (4) years closely related client-facing financial services experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory
+ High school diploma or GED and eight (8) years of closely related client-facing financial services experience, to include at least two (2) years growing and managing a dedicated book of small business clients across an assigned territory
**Preferences**
+ Credit/Analyst experience
+ Customer service focus with experience handling complex transactions across multiple systems
+ Developed analytical and problem-solving skills
+ Developed negotiation abilities
+ Developed verbal and written communication skills
+ Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong business acumen to provide financial services consultation to small business clients
+ Strong relationship-building skills
**This position may be filled at a higher level depending on the candidate's qualifications and relevant experience**
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$2,136.48 USD
**_Median:_**
100,586.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
RSA Battle House Tower
**Location:**
Mobile, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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