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Business Banking Relationship Manager Trainee

BMO | kelowna, Canada | Posted June 04, 2026

Position Overview

Responsibilities

Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.

Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.

Generates appointments and opportunities to grow business results through targeted sales efforts.

Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.

Identifies prospective customers and cross-sells additional products and services to meet their needs.

Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.

Understands the local market and proactively develops relationships with centres of influence.

Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.

Develops and mai...

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