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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial analysis and customer relationship management skills, with a focus on developing and executing sales strategies to attract and retain small business clients. Proficient in applying risk management and regulatory procedures while delivering exceptional customer service.
Highest-signal resume keywords
Financial AnalysisBusiness Banking ProductsCustomer Sales and ServiceRisk ManagementData Governance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Analysis SkillsAbility to Interpret Financial StatementsCreditworthiness AssessmentBusiness Banking KnowledgeLending ProcessesLoan DocumentationData-Driven Decision-MakingAnalytical Problem-SolvingSales Strategy DevelopmentCustomer Retention Strategies
Soft Skills
Verbal CommunicationWritten CommunicationCollaborationInfluence SkillsCustomer Rapport Building
Industry Keywords
Small Business ClientsMarket ShareChange ManagementOperational IntegrityCustomer Needs Assessment
About the role
Key responsibilities & impact- Cultivate, build, and manage relationships with a portfolio of small business clients
- Build a pipeline of new business and increase BMO’s market share
- Develop and execute sales strategies to attract new business clients and expand existing relationships
- Develop internal and external networks and referral sources
- Generate appointments and opportunities through targeted sales efforts
- Develop and execute business plans and relationship management strategies to achieve customer retention objectives
- Identify prospective customers and cross-sell additional products and services
- Build client rapport, credibility, and trust
- Understand the local market and develop relationships with centres of influence
- Deliver exceptional customer service and provide expertise, responsive service, and support
- Develop long-term profitable relationships and expand wallet share
- Answer inquiries and provide accurate information about business banking products and services
- Understand customer needs and offer financial solutions aligned with customer goals
- Resolve or escalate issues
- Develop solutions and recommendations based on business strategy and stakeholder needs
- Provide advice and guidance on solution implementation
- Analyze strategic problems, data, and information to provide insights and recommendations
- Monitor and track performance and address issues
- Coordinate database management and ensure data governance alignment
- Build and participate in change management activities
- Support operational program planning and implementation
- Execute timely, accurate, and efficient work
- Support business/group program development and promotion
- Apply security, safeguarding, risk management, and regulatory procedures to protect the bank and maintain operational integrity
Requirements
What you’ll need- Typically 4–6 years of relevant experience
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Strong financial analysis skills
- Ability to interpret financial statements
- Ability to assess creditworthiness
- Strong knowledge of business banking products, lending processes, loan documentation, and supporting policies, procedures, and technologies
- Strong experience with customer sales and service
- Technical proficiency gained through education and/or business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem-solving skills
- In-depth influence skills
- In-depth data-driven decision-making skills
- Ability to apply risk management, security, safeguarding, regulatory, and data governance procedures
Benefits
Comp & perks- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process