BMO Financial Group
Business Banking
BusinessBankingRelationshipManagerTrainee
“Business Banking Relationship Manager Trainee at BMO Financial Group. Skills: Relationship management, Sales, Financial analysis. Cultivate and manage client relationships. Build new business pipeline”
What You'll Achieve.
Achieve customer retention objectives; Grow business results; Expand wallet share
Industry & Context.
Analytical and problem solving skills - In-depth; Breaks down strategic problems; Analyses data and information; Exercises judgment to identify, diagnose, and solve problems
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, 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
What You'll Do.
Cultivate and manage client relationships
Build new business pipeline
Increase market share
Develop and execute sales strategies
Expand existing relationships
Develop internal and external networks
Generate appointments and opportunities
Achieve customer retention objectives
Identify prospective customers
Cross-sell products and services
Develop client rapport and trust
Understand local market
Deliver exceptional customer service
Answer inquiries about products
Provide accurate information
Understand customer needs
Offer financial solutions
Resolve or escalate issues
Develop solutions and recommendations
Provide advice and guidance
Break down strategic problems
Analyze data and information
Monitor and track performance
Coordinate management
Build change management plans
Lead change management activities
Provide input into operational programs
Execute work efficiently
Support program development
Follow security procedures
Maintain confidentiality
Exercise judgment to solve problems
Work independently on complex tasks
Make risk informed decisions
How You'll Work.
Team & Collaboration
Refer to BMO colleagues; Develop internal networks; Collaborate with product teams; Coordinate management; Ensure alignment and integration of data; Stakeholder management
Communication Scope
Verbal & written communication skills - In-depth
Process & Methodology
Build change management plans, Lead change management activities, Provide input into planning and implementation
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