Small Business Officer - Denver CO

Updated: March 03, 2024 09:40 AM GMT

Full-time and Part-time Job in Te Awamutu, Waikato

BMO U.S.

Te Awamutu, New Zealand

Our Small Business Officer (SBO) is responsible for acquiring new mass small business relationships and proactively developing and retaining high potential business banking relationships with lending needs up to $100,000. Assists assigned retail branches with achieving mass small business goals and partners with retail team members to coach and train on acquisition strategies, retention tactics, and customer inquiries related to mass small business. Independently interprets and provides recommendations and solutions unique to each client's specific banking needs.
• Focuses on acquisition of new small business customers and retention and deepening of existing relationships.
• Acquires new small business relationships through in person prospecting, outside calling, networking, and referrals. Makes a substantial number of outside, in-person calls on prospects and portfolio clients through designated retail branch assignments in a specific geography area.

Additionally, the SBO provides... More Detail