BMO U.S.

Business Banking Relationship Manager – In Training

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Prince George • 🇨🇦 Canada

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Salary

💰 CA$53,200 - CA$98,300 per year

Job Level

Mid-LevelSenior

About the role

  • 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
  • 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
  • Breaks down strategic problems, analyses data and information to provide insights and recommendations
  • Monitors and tracks performance, coordinates management of databases, and ensures alignment with data governance standards
  • Builds change management plans and leads or participates in change management activities
  • Provides input into the planning and implementation of operational programs and executes work to deliver timely, accurate, and efficient service
  • Follows security and safeguarding procedures and maintains confidentiality of customer and Bank information; identifies risks and takes appropriate actions

Requirements

  • Typically between 4 - 6 years of relevant experience
  • 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
  • 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
Benefits
  • BMO also offers health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives, discretionary bonuses, and other perks and rewards
  • In-depth training and coaching, manager support and network-building opportunities
  • Commission structure may apply for some roles
  • Accommodations available on request for candidates during selection process
  • To view more details of our benefits, please visit: https://jobs.bmo.com/ca/en/Total-Rewards

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisbusiness banking productslending processesloan documentationdata analysissales strategiescustomer retentionrelationship managementconsultative salesbusiness development
Soft skills
communication skillscollaboration skillsanalytical skillsproblem solving skillsinfluence skillscustomer servicerelationship buildingtrust buildingchange managementstrategic thinking