Business Advisor cultivating and managing relationships with small business clients at BMO. Proactive sales strategies and exceptional customer service to grow business results.
Responsibilities
Cultivates, builds, and manages relationships with a portfolio of small business clients
Applies professional consultative sales and business development practices
Actively identifies opportunities and refers to BMO colleagues as appropriate
Proactively develops and executes sales strategies
Develops internal and external networks and referral sources
Generates appointments and opportunities to grow business results
Develops, maintains, and executes a business plan
Identifies prospective customers and cross-sells additional products and services
Delivers exceptional customer service and builds trust
Resolves or escalates issues
Monitors and tracks performance, and addresses any issues
Builds change management plans
Requirements
Typically between 4 - 6 years of relevant experience
post-secondary degree in related field of study or an equivalent combination of education and experience
Strong financial analysis skills
Strong knowledge of business banking products, lending processes and loan documentation
Strong experience with customer sales and service
Technical proficiency gained through education and/or business experience
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