Find & Apply For Financial Services Sales Agent Jobs in Folsom, California

BMO Financial is seeking a Business Banking Relationship Manager to grow and manage relationships with small and mid-sized business clients. In this client-facing role, you'll develop tailored credit, deposit, and cash management solutions, analyze financial performance, and proactively source new business. You'll collaborate with product and credit partners, manage portfolio risk, and ensure regulatory compliance. Join an inclusive, purpose-driven bank with strong learning, mobility, and community impact opportunities, plus competitive pay and comprehensive benefits. Responsibilities Manage and grow a portfolio of small and mid-sized business banking clients for BMO Financial Identify credit, treasury, deposit, and cash management needs and recommend appropriate solutions Analyze financial statements and assess creditworthiness to structure sound lending solutions Proactively prospect new business clients through networking, referrals, and market outreach Deepen existing relationships to increase wallet share and client retention Collaborate with credit, product, and branch teams to ensure seamless delivery of services Monitor portfolio risk, covenant compliance, and overall loan performance Prepare and present credit proposals and relationship reviews in line with bank policies Maintain strong knowledge of local market, competitors, and industry trends Uphold BMO's customer-focused, inclusive culture and ensure compliance with all regulations Required Skills Commercial lending Financial statement analysis Credit underwriting Business development Relationship management Cash management solutions Treasury management products Risk assessment Sales pipeline management Regulatory compliance (banking)