Business Banking Relationship Manager – Trainee

BMO U.S.

Business Banking Relationship Manager Trainee at BMO managing small business client portfolios. Cultivating relationships, providing financial solutions, and developing sales strategies.

Posted 6/19/2026full-timeCranbrook • 🇨🇦 CanadaEntry Level💰 CA$53,200 - CA$98,300 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial analysiscreditworthiness assessmentbusiness banking productslending processesloan documentationdata driven decision making

Soft Skills

consultative salesbusiness developmentcustomer servicecommunicationcollaborationanalytical skillsproblem solvinginfluence skills

Industry Keywords

relationship managementcustomer retentionmarket sharebusiness planstakeholder needs

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans