About this role

Cultivates, builds, and manages relationships with a portfolio of small business clients
Applies professional consultative sales and business development practices
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
Monitors and tracks performance and addresses any issues
Follows security and safeguarding procedures

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
Verbal & written communication skills
In-depth
Collaboration & team skills
In-depth
Analytical and problem-solving skills
In-depth
Influence skills
In-depth
Data-driven decision making
In-depth

Business Banking Relationship Manager – Trainee

Key skills