BMO Financial Group
Business Banking
BusinessBankingRelationshipManagerTrainee
“Business Banking Relationship Manager Trainee at BMO Financial Group. Skills: Relationship Management, Sales, Business Development, Financial Analysis, Customer Service. 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.”
What You'll Achieve.
build a pipeline of new business; increase BMO’s market share; achieve customer retention objectives; grow business results; achieve customer retention objectives; protect assets
Industry & Context.
Analytical and problem solving skills - In-depth; Breaks down strategic problems; analyses data and information to provide insights and recommendations; Exercises judgment to identify, diagnose, and solve problems within given rules
What They're Looking For.
Must Have
financial analysis skills, demonstrated ability to interpret financial statements, assess creditworthiness, provide actionable insights to drive business growth and mitigate risk, knowledge of business banking products, lending processes and loan documentation, supporting policies, procedures, and technologies, experience with customer sales and service, 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
Nice to Have
post-secondary degree in related field of study or an equivalent combination of education and experience
What You'll Do.
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 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.
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
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.
Breaks down strategic problems
and analyses data and information to provide insights and recommendations.
Monitors and tracks performance
and addresses any issues.
Coordinates the management of ensures alignment and integration of data in adherence with data governance standards.
Builds change management plans of varying scope and leads or participates in a variety of change management activities including readiness assessments
stakeholder management
and sustainment of initiatives.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely
and efficient service.
Supports the development and promotion of a business/group program.
Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identifies risks and takes appropriate actions
including all documentation and other regulatory requirements to maintain operational integrity.
Exercises judgment to identify
and solve problems within given rules.
Works independently on a range of complex tasks
which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
laws and regulations.
How You'll Work.
Team & Collaboration
Develops internal and external networks and referral sources; Actively identifies opportunities and refers to BMO colleagues as appropriate; Collaboration & team skills - In-depth; stakeholder management; Coordinates the management of ensures alignment and integration of data; Provides advice and guidance to assigned business/group on implementation of solutions
Communication Scope
Verbal & written communication skills - In-depth
Process & Methodology
Builds change management plans of varying scope and leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives., Provides input into the planning and implementation of operational programs.
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