Business Banking Relationship Management
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Role Overview: Cultivates, builds, and manages relationships with a portfolio of small business clients to increase BMO's market share. Applies professional consultative sales and business development practices. Identifies opportunities and refers to BMO colleagues as appropriate.
Key Responsibilities:
- Develop and execute sales strategies to attract new clients and expand relationships.
- Build networks and referral sources for ongoing growth.
- Generate appointments and opportunities through targeted sales efforts.
- Maintain a business plan with relationship management strategies to achieve retention objectives.
- Identify prospects and cross-sell products/services.
- Develop client rapport and trust.
- Understand local market and develop relationships with centres of influence.
- Deliver exceptional customer service and provide expertise and support.
- Develop long-term profitable relationships and expand wallet share.
- Provide accurate information about banking products/services.
- Understand customer needs and offer solutions.
- Resolve or escalate issues.
- Develop solutions based on business strategy and stakeholder needs.
- Provide advice on implementation of solutions.
- Monitor performance and address issues.
- Manage databases in line with data governance standards.
- Lead or participate in change management activities.
- Support operational program development and implementation.
- Ensure timely, accurate, and efficient service delivery.
- Support business/group program development and promotion.
- Follow security procedures and apply due diligence to prevent losses.
- Maintain confidentiality of customer and bank information.
- Identify risks and ensure regulatory compliance.
- Focus primarily on business/group within BMO; may have broader scope.
- Exercise judgment in problem-solving within rules.
- Work independently on complex tasks, including unique situations.
Qualifications:
- Typically 4-6 years of relevant experience with a related post-secondary degree or equivalent.
- Strong financial analysis skills and ability to interpret financial statements.
- Knowledge of business banking products, lending, and policies.
- Experience in customer sales and service.
- Technical proficiency through education or experience.
- Excellent verbal and written communication skills.
- Strong collaboration and team skills.
- Analytical and problem-solving skills.
- Influence skills and data-driven decision-making.
Fluent in French and English required for client and team support inside and outside Quebec.
Compensation:
Salary range: $54,500 - $101,500; pay type: Salaried, with potential bonuses and benefits. Details at Total Rewards.
About Us:
At BMO, we aim to create lasting positive change, foster innovation, and support your growth. We offer training, coaching, and opportunities to make an impact. Learn more at BMO Careers.
BMO is committed to diversity and accessibility. Accommodations available on request.
