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Forensics and Integrity Services-Crisis and Investigations-PMO Engagement Management-Senior Manager
EY
New York, NY · Dallas, TX · McLean, VA · Philadelphia, PA · Washington, DC · Atlanta, GA · Boston, MA · Los Angeles, CA · Houston, TX · Hoboken, NJ · Iselin, NJ · Charlotte, NC · Chicago, IL
…and incident preparedness, and threat intelligence. As Senior Manager, PMO & Engagement Management, you will play a key role in the growth and operation of the Crisis & Investigations…
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Program Manager Technology for Impact -Temporary
IEEE
Piscataway, NJ
The Program Manager, Technology for Impact, provides operational, communications, and content‑management support across the Technology for Impact portfolio, including Humanitarian…
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Collegiate Recovery Manager
The University Of Texas At Dallas
TX
Hire, train, supervise, and evaluate staff and student employees; coordinate staff meetings, responsibilities, and professional development. Oversee and support the Administrative Project…
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Sales Development Manager
Watsco Inc.
Carrollton, TX
Sales Development Manager - HVAC Products | Carrier Enterprise
Added 1 min ago
Training Specialist Inter
University of Michigan
Northville, MI
The Training Specialist, Intermediate administers, organizes and conducts training and educational programs in connection with management and promotional development, on-the-job training,…
Added 2 mins ago
Quality Program Manager
Livent USA Corporation
United States
We are looking for a Quality Program Manager as a Subject Matter Expert (SME) responsible for setting, supporting the conformity of the Quality Management System and implementing quality…
Added 2 mins ago
CH
Restoration Foreman
Clarion Home Services Grp.
Fort Collins, CO
- $25 to $27 USD / hour
Education & Well-Being Support: Grow personally and professionally with tuition reimbursement, professional development assistance, and a dedicated Employee Assistance Program (EAP).
Added 2 mins ago
LP
Nutrition Services Manager II - Options Secondary
Littleton Public Schools
Littleton, CO
- $24.75 USD / hour
…four middle schools, three high schools, several alternative programs, a central preschool, and two charter schools. We welcome your interest to join our family and support our 100 Percent…
Added 2 mins ago
Area Field Manager
U-Haul Co. of Illinois, Inc.
Saint Louis, MO
Free online courses for personal and professional development at U-Haul University®
Added 2 mins ago
Area Field Manager
U-Haul Co. of North Carolina
Wilmington, NC
Free online courses for personal and professional development at U-Haul University®
Added 2 mins ago
U-Haul Moving Center General Manager
U-Haul Co. of South Carolina, Inc.
Florence, SC
Free online courses for personal and professional development at U-Haul University®
Added 3 mins ago
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Transportation Drainage Engineer
AECOM
Remote, United States
- $100,000 to $120,000 USD / year
Work with a hands-on and supportive manager, who will work with you to develop a 5 year career development plan incorporating your desires and input.
Added 3 mins ago
A
Senior Stormwater Engineer / Team Lead
AECOM
Arlington, VA
- $120,000 to $150,000 USD / year
…planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact…
Added 3 mins ago
Principal Product Manager
Compeer Financial
Mankato, MN · Lakeville, MN · Bloomington, IL · Sun Prairie, WI
…us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive…
Added 4 mins ago
SC
Director of Development - Individual Giving & Stewardship
Stronger Consulting
Remote, United States
- $120,000 to $140,000 USD / year
The Director of Development – Individual Giving & Stewardship is a strategic fundraising leader responsible for growing and sustaining the Alliance Foundation’s individual giving program,…
Added 4 mins ago
MFLC Assignment Ready Counselor (Florida Panhandle)
Magellan Health Services
Eglin AFB, FL
…school position. CYB counselors may also be assigned to youth programs, summer camps, and on demand assignments. ARC adult counselors may be assigned to support MFLC services in a variety…
Added 4 mins ago
Project Manager - Contract Performance Management EDR
GE Vernova
Pensacola, FL · Greenville, SC · Schenectady, NY
We are seeking an experienced Project Manager to lead the planning and execution of wind turbine repowering projects. This role will be responsible for coordinating multidisciplinary teams…
Added 4 mins ago
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Program Manager, Brunswick Boat Group Tech Center
Brunswick
Edgewater, FL
- $103,200 to $144,000 USD / year
As part of the talented Brunswick Boat Group Tech Center team, you will be responsible for leading and facilitating the development of new Boston Whaler boat programs through the Brunswick…
Added 4 mins ago
Guest Experience Specialist
Signature Aviation
Key West, FL
…to ensure services are promptly and correctly handled in a professional and courteous manner. This includes ensuring an efficient and accurate transfer of information through various…
Added 4 mins ago
Airside Experience Specialist - RDU - PT
Working at Signature Aviation
Morrisville, NC
Provide professional and friendly guest service while exhibiting a positive and helpful attitude to everyone at all times ensuring guests always receive an exceptional experience.
Added 4 mins ago
Airside Experience Specialist - RDU - FT
Working at Signature Aviation
Morrisville, NC
Provide professional and friendly guest service while exhibiting a positive and helpful attitude to everyone at all times ensuring guests always receive an exceptional experience.
Added 4 mins ago
Assistant Nurse Manager ED
AdventHealth
Winter Garden, FL
Foster professional growth by identifying training needs, organizing educational programs, and mentoring staff to enhance their skills and career progression.
Added 4 mins ago
Manager - Project Management - Outsourced Services
Eisner Advisory Group LLC
NY
EisnerAmper is seeking a Manager – Project Management to join our Outsourced Services practice. This role will lead complex operational and client-focused initiatives, ranging from client…
Added 4 mins ago
Sales Manager
SCI Shared Resources, LLC
Plantation, FL
The Sales Manager is responsible for promoting sales growth by ensuring the sales team meets the location’s sales goals. The Sales Manager is a result-oriented manager who will recruit,…
Added 4 mins ago
General Manager - Optical
Eyeglass World
Boynton Beach, FL
Educational Courses: Gain access to courses that support both your personal and professional development.

Closed listing

BMO Financial Group

Small Business Officer

San Jose, CA, United States

$65,000.00 - $140,000.00

This opening has closed.

The original listing is kept below for reference.

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Job details

Pay: $65,000.00 - $140,000.00
Experience: 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.
Posting language: English
Posted: Nov 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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:

$65,000.00 - $140,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

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

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About 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 https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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.

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