Business Banking Relationship Manager Trainee
Core
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.
Role type
Business Banking Relationship Manager Trainee
Builds
Business banking products and services for small business clients
Domain
Financial Services / Business Banking
Required skills
Financial analysis, Credit assessment, Business banking product knowledge, Lending processes, Customer sales, Relationship management, Strategic planning, Data analysis, Risk management, Regulatory compliance
Preferred skills
Consultative sales techniques, Network development, Cross-selling, Change management, Data governance
Technologies
Banking technologies, Database management tools
Responsibilities
Proactively develops and executes sales strategies to attract new business clients and expand existing relationships, Identifies prospective customers and cross-sells additional products and services to meet their needs, 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, Monitors and tracks performance, and addresses any issues
Seniority
Mid-level, hands-on IC