Relationship Manager Trainee, Business Banking - Crankbrook / Invermere
By BMO At Cranbrook, British Columbia, Canada
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
Technical proficiency gained through education and/or business experience.
Understands customer needs and offers financial solutions that meet customer goals.
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.