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BMO U.S.
BMO U.S.
5.001 – 10.000 Angajați
AsigurăriConsultanțăLogistică
BMO U.S. este o companie diversificată de servicii financiare cu sediul în Statele Unite, care deservește persoane fizice, întreprinderi mici și companii mari. Oferta sa include servicii bancare pentru persoane fizice și companii, credite ipotecare, investiții, planificare financiară, asigurări, administrarea patrimoniului, creditare comercială și credite ipotecare comerciale. Compania sprijină, de asemenea, serviciile bancare digitale și transfrontaliere, precum și activități de administrare a activelor și pe piețele de capital. Modelul său operațional extins creează oportunități în domeniul serviciilor financiare, al tehnologiei bancare, al asistenței pentru clienți, al finanțării comerciale și al funcțiilor corporative conexe.
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Locurile de muncă ale companiei

Business Banking Relationship Manager Trainee

Build and manage BMO’s small-business client portfolio while developing sales strategies, financial solutions, and long-term relationships. This full-time trainee role is based onsite in Whitby, Canada.

CACanada
55.500 $ – 120.000 $ / an
La sediuNormă întreagăNivel începătorLimbă Obligatorie: englezăManager de conturiVânzări

Descriere

  • Manage relationships with a portfolio of small-business clients
  • Build a new-business pipeline and grow BMO’s market share
  • Create and execute sales strategies to win new clients and expand existing relationships
  • Develop internal and external networks, including referral sources
  • Generate appointments and business opportunities through targeted sales activity
  • Create, maintain, and execute business plans and relationship-management strategies
  • Identify prospective clients and cross-sell relevant products and services
  • Establish rapport, credibility, and trust with clients
  • Understand the local market and build relationships with centres of influence
  • Deliver responsive customer service, expertise, and ongoing support
  • Develop profitable, long-term relationships and expand clients’ wallet share
  • Respond to inquiries with accurate information about business-banking products and services
  • Assess customer needs and recommend suitable financial solutions
  • Resolve issues or escalate them when appropriate
  • Develop recommendations aligned with business strategy and stakeholder needs
  • Advise and guide stakeholders on implementing solutions
  • Analyze data to produce insights and recommendations
  • Track performance, identify issues, and take corrective action
  • Coordinate database management and align activities with data-governance requirements
  • Create change-management plans and lead or support related activities
  • Contribute to operational program planning and implementation
  • Complete work accurately, efficiently, and on schedule
  • Support the development and promotion of business and group programs
  • Follow security, safeguarding, fraud-prevention, and anti-money-laundering procedures
  • Protect the confidentiality of customer and Bank information
  • Identify risks and complete required documentation and regulatory activities
  • Use sound judgment to diagnose and solve problems
  • Work independently on complex assignments
  • Take measured risks within BMO’s Risk Management Framework and approved Risk Appetite

Cerințe

  • Four to six years of relevant experience is typically expected
  • Post-secondary degree in a related discipline or an equivalent combination of education and experience
  • Strong financial-analysis capabilities
  • Ability to interpret financial statements
  • Ability to evaluate creditworthiness
  • Ability to turn analysis into actions that support growth and reduce risk
  • Strong knowledge of business-banking products
  • Knowledge of lending processes and loan documentation
  • Knowledge of relevant policies, procedures, and technologies
  • Substantial customer-sales and service experience
  • Technical proficiency developed through education or business experience
  • Advanced verbal and written communication skills
  • Advanced collaboration and teamwork skills
  • Advanced analytical and problem-solving skills
  • Advanced ability to influence others
  • Advanced data-driven decision-making skills

Beneficii

  • Health insurance coverage
  • Tuition reimbursement
  • Accident insurance
  • Life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonus opportunities
  • Additional perks and rewards
  • Comprehensive training and coaching
  • Managerial support
  • Opportunities to build a professional network
  • Accessible workplace accommodations

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