Senior Relationship Manager
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Key skills for this role
About the Role
BMO seeks a Senior Relationship Manager to drive business growth and manage key client relationships in Southern Rural Alberta. The role involves structuring complex deals, securing credit approvals, and cross-selling banking products.
Key Skills for This Role
Responsibilities
- Facilitate growth through business development and management of key client relationships
- Structure complex deals and secure credit approvals, working with internal stakeholders and external partners
- Develop new business by contacting prospects and clients, and cross selling Bank products and services
- Review loan applications and cash management service agreements for accuracy and risk alignment
- Develop market strategies to align with business goals and expand client portfolios
- Represent bank at industry forums and conferences to drive strategic decision making
- Prepare reports on team performance, client satisfaction, and market trends for senior executives
- Build and maintain strong long term relationships with high value and strategic clients
- Analyze market trends and client industry developments to inform client solution strategies
- Ensure adherence to regulatory requirements, internal controls, and compliance policies
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 and qualification standards
- Deep knowledge and technical proficiency gained through extensive education and business experience
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, 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 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, leveraging insights on trends and competition.
- Engages with senior leadership and cross functional teams to align strategies and address client needs.
- Prepares reports on team performance, client satisfaction, and market trends for senior executives.
- Builds and maintains strong long term relationships with high value and strategic clients.
- Structures deals, secures credit approvals, negotiates high value transactions, and identifies cross selling opportunities.
- Analyzes market trends, client industry developments, and competitive positioning to inform client solutions.
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 according to the credit portfolio requirements and qualification standards.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
Skills
- 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.
Compensation
- Salary range: CAD 65,600.00 CAD 122,600.00 per year.
- Pay type: Salaried.
- May include performance based incentives, discretionary bonuses, and other perks.
- Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
About BMO
- BMO is driven by a shared Purpose: Boldly Grow the Good in business and life.
- BMO is committed to an inclusive, equitable and accessible workplace.
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