Responsibilities

Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of recent 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.

- Develops, maintains, and executes a busin

📌 Business Banking Relationship Manager Trainee (Pickering)
🏢 BMO
📍 Pickering