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Added 1 min ago
EPC Sr. Project Manager
Centrus Global
Piketon, OH
This position is ideal for someone who thrives at the intersection of engineering, construction, and project integration. You’ll collaborate across multiple organizations, guide EPC…
Added 2 mins ago
Logistics Lead Systems & Analytics
Aerospace
Charlotte, NC
…visibility across Honeywell Aerospace. Reporting to the Sr. Manager of Logistics Data Analytics & Systems, this role combines deep knowledge of logistics operations with an understanding of…
Added 2 mins ago
Optical Design Engineer
IDEX Health & Science LLC
West Henrietta, NY
The Optical Engineer will report directly to the Enterprise Solutions Manager and will have direct reporting responsibility for customer facing commercial roles within the Enterprise…
Added 2 mins ago
CM
Product Manager - Web
CHG Management, Inc.
Salt Lake City, UT
- $201,300 USD / year
…find and book their next assignment online! As the Product Manager for our web experience, you will own the roadmap for the web platform that connects healthcare providers with…
Added 4 mins ago
CI
DHCF DCAS Project Manager
Collaboredge Inc.
Washington, DC
- $75 to $90 USD / hour
The DCAS Program at DHCF is looking for a highly experienced project manager to execute the DCAS project manager lifecycle. Only local candidates to DMV area will be considered.
Added 5 mins ago
Electrical Engineering Manager
Sargent & Lundy
Chicago, IL
Assist project manager in efforts to ensure projects are completed satisfactorily, on time, and within budget.
Added 5 mins ago
Lead Electrical Engineer -- Energy & Industrial Group
Sargent & Lundy
Clayton, MO
Assist project manager in efforts to ensure projects are completed satisfactorily, on time, and within budget.
Added 5 mins ago
Lead Electrical Engineer
Sargent & Lundy
Chicago, IL
Assist project manager in efforts to ensure projects are completed satisfactorily, on time, and within budget.
Added 5 mins ago
Lead Electrical Engineer
Sargent & Lundy
Casper, WY
Assist project manager in efforts to ensure projects are completed satisfactorily, on time, and within budget.
Added 5 mins ago
Lead Electrical Engineer
Sargent & Lundy
Boise, ID
Assist project manager in efforts to ensure projects are completed satisfactorily, on time, and within budget.
Added 5 mins ago
Electrical Engineer Manager
Sargent & Lundy
Boise, ID
Assist project manager in efforts to ensure projects are completed satisfactorily, on time, and within budget.
Added 5 mins ago
Acquisition Program Management Specialist
Military Spouse Jobs & VetJobs
United States
Purpose of position: Serve as a Program Manager leading or supporting pre-award and post-award activities for assigned portfolios and/or programs to achieve the organizational mission of…
Added 7 mins ago
Tax Manager
Williams Benator & Libby, LLP
Atlanta, GA
…challenging and rewarding career while having great work-life integration that includes flexible hybrid work schedules and optional compressed workweeks during non-busy season…
Added 7 mins ago
Business Systems Manager
City of Greeley
Greeley, CO
The City of Greeley is committed to providing a comprehensive total rewards program that supports employees in their work by encouraging excellence and investing in employee development and…
Added 7 mins ago
S
Business Architect - Loans & Asset-Backed Finance, VP
SSB&T
Boston, MA
- $110,000 to $207,500 USD / year
…gained within a fund administrator, asset servicer, or asset manager is especially relevant, as is familiarity with investment accounting and loan servicing…
Added 7 mins ago
Shift Supervisor, Costa Mesa (2nd Shift)
Lucid Motors
Costa Mesa, CA
We achieve this through deep vertical integration, with design, engineering, and production happening in-house across our global offices and manufacturing facilities. Our teams come from…
Added 7 mins ago
Technical Relationship Manager-Healthcare
IGEL Technology
Remote, United States
Position: Technical Relationship Manager-Healthcare
Added 8 mins ago
Program Manager - Growth & Practice Partnerships
Duke Health
Durham, NC
We are seeking a Program Manager - Growth & Practice Partnerships is responsible for executing strategic growth initiatives through the onboarding, integration, and optimization of…
Added 8 mins ago
P
Program Manager
Pavion
Minneapolis, MN
- $110,000 to $160,000 USD / year
Pavion and our family of companies are seeking a talented and motivated Program Manager to join our security business unit.
Added 9 mins ago
Account Manager OEM
Rockwell Automation (USA)
Remote, United States
5+ years of experience in technical sales, industrial distribution, manufacturing operations, systems integration or an engineering firm, or graduate of the Rockwell Automation Sales…
Added 10 mins ago
Senior Cybersecurity Architect (Cloud)
Amentum
Madison, WI
Provide practical design and engineering guidance to cloud platform owners, application teams, IT, and connected program sites, including options and tradeoffs when requirements compete.
Added 10 mins ago
TG
Ag Tech Operator
TWE Global
Paso Robles, CA
- $23.08 to $25 USD / hour
Participation in the integration of viticulture best practice and new technology
Added 10 mins ago
Applied AI Senior Manager
American Family Insurance - Corporate
Madison, WI
The Senior Manager combines people and portfolio leadership with current technical depth, contributing directly to early proofs of concept and exploratory analysis while providing…
Added 10 mins ago
Integrations Program Manager
Meta
Madison, WI
Meta is seeking an Integrations Program Manager to lead complex, cross-functional integration programs that connect Meta's products, platforms, and operations at scale. In this role, you…
Added 10 mins ago
Oracle PMO - Manager
PwC
Milwaukee, WI
As an Oracle PMO Manager you will oversee large-scale Oracle implementation work within our Advisory practice, coordinating projects, resources, and stakeholders to support delivery of…

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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