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Commercial Banking Relationship Manager
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Dallas, Texas, United States Bank of Montreal Full timeJob DescriptionWe are seeking a seasoned professional to join our team as a Vice President-level Relationship Manager in our Diversified Industries Group. The ideal candidate will have experience calling on companies in the middle market, generating $50MM - $2B in revenue.Key ResponsibilitiesDrive new client acquisition and growth in market share in the...
Senior Vice President, Commercial Banking Manager
2 months ago
As a key leader in our Commercial Banking division, the Senior Vice President will oversee relationship management within the Diversified Industries Group. This role focuses on the middle market sector, specifically targeting businesses with revenues ranging from $50 million to $2 billion.
Key Responsibilities:
- Drive client acquisition and enhance market share across various industry sectors.
- Foster and maintain robust relationships with Portfolio Management and Treasury Product Services Teams, ensuring an exceptional client experience.
- Leverage the full spectrum of banking services, including Wealth Management, Retail Banking, Small Business, and Capital Markets, to deliver integrated solutions.
- Lead business development initiatives, managing key client relationships to achieve significant revenue growth.
- Ensure compliance with internal controls, audit standards, and regulatory requirements.
- Identify new business opportunities through proactive outreach to prospects and existing clients, promoting a range of banking products and services.
- Participate in community engagements to enhance brand visibility and create new business prospects.
- Utilize extensive knowledge of banking products and processes to troubleshoot and ensure high-quality service delivery.
- Coordinate with various departments to facilitate loan closings and manage client expectations effectively.
- Provide expert advice on loan products, cash management solutions, and business management strategies.
- Analyze client financial data to tailor banking solutions that meet their specific needs.
- Review and process loan applications and cash management agreements, ensuring accuracy and completeness.
- Monitor performance metrics and address any operational issues promptly.
- Support the sales team with research, data analysis, and preparation of client materials.
- Maintain accurate client records and ensure timely billing.
Qualifications:
Typically requires 7+ years of relevant experience and a degree in a related field. Must possess deep knowledge of credit qualifications and banking operations, along with strong communication, collaboration, analytical, and problem-solving skills.
Compensation:
Competitive salary and comprehensive benefits package, including health insurance, retirement plans, and performance-based incentives.
Company Commitment:
At the Bank of Montreal, we are dedicated to fostering an inclusive and equitable workplace. We value diversity and encourage applications from all qualified individuals. Accommodations are available for candidates throughout the selection process.