Bank of Montreal
Business Banking Relationship Manager Trainee
Job Description
Application Deadline: 06/26/2026 Location: 726 Kingston Road Responsibilities
Cultivate, build, and manage relationships with a portfolio of small business clients to generate new business and increase market share. Apply consultative sales and business development practices to identify opportunities, make referrals, and develop sales strategies that attract new clients and expand existing relationships. Generate appointments and opportunities through targeted sales efforts, and cross‑sell additional products and services to meet client needs. Maintain a business plan, including relationship‑management strategies, to achieve customer retention objectives and expand wallet share. Provide accurate information about business banking products and services, resolve inquiries, and recommend financial solutions aligned with client goals. Analyze data to break down strategic problems, deliver insights, and recommend actions that support business growth. Coordinate database management,...
Cultivate, build, and manage relationships with a portfolio of small business clients to generate new business and increase market share. Apply consultative sales and business development practices to identify opportunities, make referrals, and develop sales strategies that attract new clients and expand existing relationships. Generate appointments and opportunities through targeted sales efforts, and cross‑sell additional products and services to meet client needs. Maintain a business plan, including relationship‑management strategies, to achieve customer retention objectives and expand wallet share. Provide accurate information about business banking products and services, resolve inquiries, and recommend financial solutions aligned with client goals. Analyze data to break down strategic problems, deliver insights, and recommend actions that support business growth. Coordinate database management,...