Joshua Graham
Senior Relationship Manager @Bmo Commercial Bank
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WORK HISTORY
Senior Relationship Manager @Bmo Commercial Bank
Toronto, ON, CA
Grew managed loan and deposit portfolio from approximately $120MM to $145MM year-over-year through new client acquisition and expansion of existing relationships.• Lead business development efforts within the mid-market lending space, delivering customized credit and cash-management solutions across diversified industries.• Advise clients operating under varied business models, demonstrating broad financial and industry knowledge.• Partner with wealth management, investment advisors, branch managers, and financial planners to identify opportunities, deepen relationships, and deliver integrated financial solutions.• Serve as a trusted financial partner to business owners, supporting growth, capital planning, and long-term strategy.
EDUCATION
University of Toronto Mississauga
Honours Bachleor of Science (HBSc), Psychology Specialist, Ethics Minor
University of Toronto - Rotman School of Management
Master of Business Administration - MBA
ABOUT JOSHUA GRAHAM
I am an MBA Graduate from the University of Toronto (2021). Spending most of my professional career in financial services, I am eager to further develop my skills, leadership, and passion in a business development role. Particularly, a position involving Sales, Client Relationships, Account Management, or other similar settings.In my recent capacity at Wells Fargo, I worked closely with numerous stakeholders in our organization. My collaboration and communication abilities are exceptional, as I was a key contributor to our Sales and Operations Teams with frequent projects and responsibilities spanning multiple lines of business and divisions. I made the decision to obtain my MBA to bolster my education and because I am a firm believer in continuous learning and constant growth. I’m an ambitious individual, passionate about the work I do and I wanted to be challenged and mentored by knowledgeable colleagues and professors so that I could return to the industry as a better version of myself.I consistently challenge myself by being involved in as many extra-curriculars as possible to learn and test my ability. I believe that having diverse experiences and diverse roles allows me to creatively and innovatively think about how to solve conflicts. What you can expect from me is an inquisitive, focused individual with highly developed interpersonal and communication skills. With more than a decade of experience working with customers in many different roles I’ve developed my soft skills. Where I shine is in the intangibles – truly empathizing and understanding our customer and stakeholders, what they need, when they need it, what they want to hear, and how they want to hear it. Feel free to reach out if I can provide any assistance or share more about my personal & professional journey. I’m always happy to connect with potential employers about new opportunities!
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