BMO Financial Group
Financial Services
BusinessBankingRelationshipManagerTrainee
“Business Banking Relationship Manager Trainee at BMO Financial Group. Skills: Relationship management, Sales, Financial analysis. Cultivate, build, and manage relationships with small business clients. Develop and execute sales strategies”
What You'll Achieve.
Increase BMO’s market share; Achieve customer retention objectives; Expand wallet share within the assigned portfolio; Drive business growth; Mitigate risk; Protect assets
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems; Works independently on a range of complex tasks
What They're Looking For.
Must Have
4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience, 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.
and manage relationships with small business clients
Develop and execute sales strategies
Generate appointments and opportunities
Develop and maintain a business plan
Identify prospective customers and cross-sell products
Deliver exceptional customer service
Answer inquiries about business banking products
Understand customer needs and offer financial solutions
Resolve or escalate issues
Develop solutions and make recommendations
Provide advice and guidance on solution implementation
Break down strategic problems and analyze data
Monitor and track performance
Coordinate management and ensure data alignment
Build change management plans
Provide input into operational programs
Execute work to deliver timely
and efficient service
Support development and promotion of programs
Follow security and safeguarding procedures
Maintain confidentiality of customer and Bank information
Identify risks and take appropriate actions
How You'll Work.
Team & Collaboration
Refer to BMO colleagues as appropriate; Develop internal and external networks and referral sources; Work with product team; Collaborate with stakeholders
Communication Scope
Verbal & written communication skills - In-depth; Influence skills - In-depth
Process & Methodology
Build change management plans, Lead or participate in change management activities, Readiness assessments, Planning, Stakeholder management, Execution, Evaluation, Sustainment of initiatives
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