Support BMO’s Commercial Sales & Service group with business banking expertise, customer sales, and financial analysis at 6605 Hurontario Street.
This Relationship Manager Trainee assignment focuses on small business clients and an assigned portfolio or jurisdiction. You develop networks, referral sources, and business plans to support customer retention. You also interpret financial statements, assess creditworthiness, explain lending documentation, and provide recommendations aligned with stakeholder needs and business strategy.
Key Responsibilities: Manage a portfolio of small business clients
Build networks and external referral sources
Maintain business plans and retention strategies
Answer product and service inquiries accurately
Resolve or escalate customer issues appropriately
Requirements: Four to six years of relevant experience
Post-secondary degree in a related field
Strong knowledge of lending processes and loan documentation
Robust customer sales and service experience
In-depth communication, problem-solving, and influence skills
Bring business banking knowledge, lending expertise, and customer service skills to BMO’s commercial client portfolio and growth objectives.