Shape the future of small business banking at BMO as a Client Relationship Specialist. Focus on building trust and expanding BMO's market presence through strategic client engagement.
This role requires 4-6 years of relevant experience, where you will actively develop and maintain relationships with small business clients. By executing targeted sales efforts and leveraging your understanding of market needs, you'll generate recent business opportunities and enhance customer retention. Providing consultative advice, you will offer tailored financial solutions while adhering to all regulatory requirements.
Key Responsibilities:
• Identify opportunities to grow business through referrals
• Develop a business plan for retention and relationship strategies
• Provide expertise on banking products to clients
• Monitor performance and address customer concerns
• Create rapport to instill trust and credibility
Requirements:
• 4-6 years of experience in business banking
• Strong knowledge of lending processes and products
• In-depth analytical skills and financial literacy
• Excellent verbal and written communication skills
• Strong collaboration and influence skills
Enhance client satisfaction by fostering enduring relationships and providing tailored financial insights at BMO.
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