Accounting & Finance

Commercial Banking Relationship Manager

BMO

Mississauga · Peel Region · Canada

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
  • Strong 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.

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Reference: WJ-291_12104780

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