Senior Relationship Manager
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Key skills for this role
About the Role
BMO is seeking a Senior Relationship Manager to facilitate growth through business development and management of key client relationships in Southern Rural Alberta. You will structure complex deals, secure credit approvals, and cross-sell bank products.
Key Skills for This Role
Responsibilities
- Facilitates growth for the Bank through business development and management of key client relationships
- Acts as an escalation point for complex client issues, using strategic problem solving to resolve conflicts
- Structures complex deals and secures credit approvals, working with internal stakeholders and external partners
- Develops new business by contacting prospects and clients, and by cross selling Bank products and services
- Reviews loan applications and cash management service agreements, ensuring accuracy and alignment with risk management standards
- Develops market strategies to align with business goals, identifying opportunities and expanding client portfolios
- Identifies key market segments and leverages industry trends to drive business growth
- Represents bank at industry forums and conferences
- Engages with senior leadership and cross functional teams to align strategies
- Prepares reports on team performance, client satisfaction, and market trends for senior executives
Requirements
- 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
- If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements
- Deep knowledge and technical proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building
- Expert level of proficiency in Financial Analysis
Full Job Posting
Overview
- Facilitates growth for the Bank through business development and management of key client relationships.
- Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Responsibilities
- Acts as an escalation point for complex client issues.
- Structures complex deals and secures credit approvals.
- Develops new business by contacting prospects and clients, and by cross selling Bank products and services.
- Reviews loan applications and cash management service agreements.
- Develops market strategies to align with business goals.
- Identifies key market segments and leverages industry trends.
- Represents bank at industry forums and conferences.
- Engages with senior leadership and cross functional teams.
- Prepares reports on team performance, client satisfaction, and market trends.
- Builds and maintains strong long term relationships with high value and strategic clients.
- Structures deals, secures credit approvals, negotiates high value transactions.
- Analyzes market trends, client industry developments, and competitive positioning.
Qualifications
- 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
- If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building.
- Expert level of proficiency: Financial Analysis.
Salary
- CAD 65,600.00 CAD 122,600.00 per year.
- Pay Type: Salaried.
- Salaries will vary based on factors such as location, skills, experience, education, and qualifications.
- May include a commission structure.
- Total compensation package may include performance based incentives, discretionary bonuses, and other perks.
- BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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