Senior Lead Relationship Manager, Commercial

6 days ago

Fresno, California, United States BMO Full time
Job Summary

We are seeking a highly skilled Senior Lead Relationship Manager, Commercial to join our team at BMO. This role will be responsible for facilitating growth initiatives for the Bank through significant business development and excellent management of key client relationships.

Key Responsibilities
  • Develop new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
  • Participate and provide leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.
  • Apply deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
  • May coordinate closing with closing department, clients and attorneys.
  • Serve as a daily escalation resource to ensure client expectations are met or exceeded.
  • Advise clients on loan products, options, rates, terms and collateral requirements.
  • May advise business clients on cash management/deposits solutions.
  • Advise clients, where possible, on business management and other financial matters.
  • Develop and manage Commercial banking relationships, plans for prospective clients;
  • May include focused calling and pipeline management activities.
  • Act as the prime subject matter expert for internal/external stakeholders.
  • Provide oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
  • Analyze financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
  • Monitor and track performance, and addresses any issues.
  • Ensure proper documentations for loans and cash management services.
  • Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
  • Evaluate and structure loan requests, determining appropriate documentation for Approved loans.
  • Negotiate terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
  • Ensure extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
  • Follow up after closing to insure all documents are completed and filed.
  • Act as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
  • Gather data to advance sale process and completes all required documentation.
  • Assist team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
  • Tracks implementation requests to keep the process on track with timelines.
  • Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
  • Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
  • Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
  • Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Maintains current client information on Bank system/files to ensure client history is accurate and complete.
  • Ensures accurate billing to clients.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broad work or accountabilities may be assigned as needed.
Qualifications
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
Salary and Benefits

The salary for this role is $161,400.00 per year, with a pay type of Salaried. BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are an equal opportunity/affirmative action employer and welcome applications from diverse candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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