Business Banking Relationship Trainee — Grow SMB Partnerships

BMO U.S.; Surrey; On-site; CAD 56,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Job summary

BMO Financial Group in Surrey, BC, is seeking a seasoned Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients. You will use consultative sales to attract new business, expand existing relationships, and deliver tailored financial solutions.

The role requires strong financial analysis, credit assessment, and knowledge of business banking products.

Qualifications

• Strong financial analysis skills and ability to interpret financial statements.
• Understanding of lending processes and loan documentation.
• Experience with customer sales and service in banking.
• Ability to work with cross-functional teams and stakeholders.

Responsibilities

• Cultivates, builds, and manages relationships with business clients to grow pipeline.
• Develops sales strategies to attract new business and expand existing relationships.
• Provides financial solutions aligned with customer goals.
• Analyzes data to provide insights and recommendations for risk and growth.
• Maintains confidentiality and adheres to bank policies and regulatory requirements.

Skills

Financial analysis

Credit assessment

Business banking products

Customer sales

Data-driven decisions

Communication skills

Collaboration

Problem solving

Analytical thinking

Influence

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Surrey, BC, is seeking a seasoned Commercial Sales & Service professional to cultivate and manage relationships with a portfolio of small business clients. You will use consultative sales to attract new business, expand existing relationships, and deliver tailored financial solutions.

The role requires strong financial analysis, credit assessment, and knowledge of business banking products.