Accounting & Finance

Small Business Relationship Manager

BMO

Mississauga · Peel Region · Canada

Build BMO’s small business portfolio through consultative sales, financial analysis, and relationship management at 6605 Hurontario Street. Grow client relationships and market share.

As a Relationship Manager Trainee, you cultivate and manage small business client relationships while building a new business pipeline. You apply business development practices, understand customer goals, and recommend financial solutions. The work combines business banking products, lending processes, customer service, and data-driven decision making to support retention and growth.

Key Responsibilities:

  • Develop sales strategies attracting new business clients
  • Expand existing relationships and increase wallet share
  • Generate appointments through targeted sales efforts
  • Cross-sell products and services meeting customer needs
  • Provide responsive business banking advice and support

Requirements:

  • Four to six years of relevant experience
  • Post-secondary degree or equivalent education and experience
  • Strong financial analysis and creditworthiness assessment skills
  • Knowledge of business banking products and lending processes
  • In-depth communication, analytical, influence, and collaboration skills

Apply relationship management, financial analysis, and consultative sales expertise to help BMO’s small business clients achieve their goals.

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Reference: WJ-291_11922594

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