Business Banking Relationship Manager Trainee

kelowna, regional district of central okanagan, Canada • Posted June 06, 2026

Job Type: Full-time
Location: kelowna, regional district of central okanagan
Posted: June 06, 2026
Category: Finance
Application Deadline: July 16, 2026

Role Description

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, re...

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