Business Banking Relationship Manager
4 weeks ago
4180 La Jolla Village Dr. La Jolla California,92037
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose**:To Boldly Grow the Good in Business and Life.**
Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.
- Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance, and addresses any issues.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
- Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.
- Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.
- Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.
- Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.
- Understands customer needs and offers financial solutions that meet customer goals.
- Understands the local market and proactively develops relationships with centres of influence.
- Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
- Recommends and implements solutions based on analysis of issues and implications for the business.
- Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Provides input into the planning and implementation of operational programs.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Ensures alignment between stakeholders.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
- Executes work to deliver timely, accurate, and efficient service.
- Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
- Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
- Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.
- Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
- Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
- Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
- Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.** Qualific
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