Business Banking Relationship Manager

1 week ago

Downers Grove, Illinois, United States BMO Financial Group Full time
Job Summary

We are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our business banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their business goals and objectives.

Key Responsibilities:

  • Provide proactive credit analysis, structuring, and pricing for assigned portfolio/jurisdiction
  • Offer advisory support to the team on risk strategies, policies, and appetite
  • Identify deficiencies and recommend corrective action plans
  • Make credit and pricing decisions in accordance with sound credit-granting principles and Bank policies
  • Identify prospective customers and refer them to appropriate personnel
  • Break down strategic problems and analyze data to provide insights and recommendations
  • Monitor and track performance, addressing any issues
  • Design and produce regular and ad-hoc reports and dashboards
  • Coordinate database management and ensure data alignment and integration
  • Provide technical support and advice on unique and complex credit transactions
  • Examine credit transactions and related reporting for adherence to transactional policies and procedures
  • Develop risk profiles, credit structuring, and complete credit investigations
  • Understand customer needs and offer financial solutions that meet their goals
  • Understand the local market and develop relationships with centers of influence
  • Develop internal and external networks and referral sources to ensure business growth
  • Recommend and implement solutions based on analysis of issues and implications for the business
  • Deliver exceptional customer service to build trust and provide expertise, responsive service, and support
  • Assist in the development of strategic plans
  • Identify emerging issues and trends to inform decision-making
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs
  • Provide input into the planning and implementation of operational programs
  • Provide advice and guidance on the implementation of solutions
  • Ensure alignment between stakeholders
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders
  • Help determine business priorities and best sequence for execution of business/group strategy
  • Conduct independent analysis and assessment to resolve strategic issues
  • Build change management plans of varying scope and type
  • Execute work to deliver timely, accurate, and efficient service
  • Develop, maintain, and execute a business plan, including relationship management strategies, to achieve customer retention objectives
  • Develop client rapport and instill confidence to develop credibility and earn their trust as a relationship manager
  • Identify business needs, design/develop tools and training, and coaching programs to address observed trends and skill gaps
  • Follow security and safeguarding procedures and apply due diligence in accordance with Bank policies and ethical standards
  • Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures
  • Identify risks and take appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity

Requirements:

  • Typically between 4-6 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience
  • Successful completion of CMS Compass Program or equivalent knowledge and experience
  • Strong knowledge of business banking products, lending processes, and loan documentation, and supporting policies, procedures, and technologies
  • Strong experience with customer sales and service
  • Technical proficiency gained through education and/or business experience
  • Verbal and written communication skills - In-depth
  • Collaboration and team skills - In-depth
  • Analytical and problem-solving skills - In-depth
  • Influence skills - In-depth
  • Data-driven decision-making - In-depth

Salary: $56,000.00 - $104,000.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We're here to help

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience and broaden your skillset.

To find out more, visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written, and fully executed agency agreement contract for service to submit resumes.

  • Business Banking Relationship Manager

    4 days ago

    Downers Grove, Illinois, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our commercial banking group, you will be responsible for providing technical expertise and advisory support to our clients.Key Responsibilities:Provide proactive credit analysis, structuring, and pricing for assigned portfoliosDevelop and...

  • Business Relationship Manager

    4 weeks ago

    Downers Grove, Illinois, United States Illinois Employer Full time

    Job SummaryWe are seeking a highly skilled Business Relationship Manager to join our team at the Illinois Tollway. As a key member of our IT department, you will be responsible for building and maintaining strong relationships with business stakeholders to ensure that technology solutions meet their needs.Key ResponsibilitiesPrioritize business needs and...

  • Regional Banking Relationship Manager Sr.

    3 weeks ago

    Buffalo Grove, Illinois, United States Huntington National Bank Full time

    Job Summary:The Regional Banking Relationship Manager Sr. is a senior-level sales position within Regional Banking at Huntington National Bank. This role is responsible for acquiring new business relationships and maintaining existing ones with business owners.Key Responsibilities:Acquire new, profitable business relationships through aggressive prospecting,...

  • Business Relationship Manager

    2 weeks ago

    Downers Grove, Illinois, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled and motivated Assistant Relationship Manager to join our Dealer Sales Pod team at Capital One. As a key member of our team, you will be responsible for building and maintaining strong relationships with our dealer customers, providing exceptional customer service, and driving sales growth.Key ResponsibilitiesDevelop...

  • Regional Banking Relationship Manager Senior

    4 weeks ago

    Buffalo Grove, Illinois, United States Huntington National Bank Full time

    Job Summary:The Regional Banking Relationship Manager Sr. is a senior-level sales position responsible for acquiring new business relationships and maintaining existing ones with Huntington National Bank. This role requires providing insights and guidance to business owners, analyzing complex loan transactions, and managing a portfolio of business...

  • Regional Banking Relationship Manager Sr.

    4 weeks ago

    Buffalo Grove, Illinois, United States Huntington National Bank Full time

    Job Summary:The Regional Banking Relationship Manager Sr. is a senior-level sales position within Regional Banking, responsible for acquiring new business relationships and maintaining existing ones. This role requires providing insights and guidance to business owners, with a focus on complex commercial credits and sales sizes between $2 MM and $50 MM.Key...

  • Bank Loan Services Operations Specialist

    2 weeks ago

    Downers Grove, Illinois, United States Icon Consultants Full time

    Job OverviewWe are seeking a highly skilled Bank Loan Services Operations Specialist to join our team at Icon Consultants. The successful candidate will be responsible for providing operational support to the asset management business and/or products, including trade settlements, cash management, and relationship building.Key ResponsibilitiesLead and...

  • Bank Loan Services Operations Specialist

    2 weeks ago

    Downers Grove, Illinois, United States Icon Consultants Full time

    Job OverviewWe are seeking a highly skilled Bank Loan Services Operations Specialist to join our team. The successful candidate will be responsible for providing operational support to the asset management business and/or products, including trade settlements, cash management, and relationship building with internal and external stakeholders.Key...

  • Insurance Relationship Manager

    4 weeks ago

    Downers Grove, Illinois, United States Invesco Full time

    Job Title: Managing Director, Insurance Relationship ManagementAt Invesco, we are seeking a highly skilled and experienced Managing Director to lead our Insurance Relationship Management team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with key decision-makers within the insurance...

  • Client Relationship Manager

    4 weeks ago

    Downers Grove, Illinois, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled Client Relationship Consultant to join our team at Principal Financial Group. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients and partners.Key ResponsibilitiesDevelop and implement strategic relationship plans to drive business...

  • Bank Loan Services Operations Specialist

    1 week ago

    Downers Grove, Illinois, United States Varite Full time

    Job SummaryCovers operations and related activities, providing operational support to the asset management business and/or products. Provides analytical support for the trading desks, including calculation of daily profit and loss reporting, capital utilization, inventory levels, currency exposure monitoring, maintaining inventory valuations, etc.Key...

  • Senior Manager, AI and Business Strategy

    4 weeks ago

    Downers Grove, Illinois, United States T-Mobile Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Manager to lead our AI and Business Strategy team at T-Mobile. As a key member of our organization, you will be responsible for developing and executing strategies that drive business growth and innovation through the use of artificial intelligence.Key ResponsibilitiesLead a team of...

  • Relationship Manager

    4 weeks ago

    Downers Grove, Illinois, United States Apollon Wealth Management Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our team at Apollon Wealth Management. As a key member of our advisory team, you will play a pivotal role in delivering exceptional wealth management services to our valued clients and financial advisors.Key ResponsibilitiesClient Support: Provide valuable support to...

  • Assistant Relationship Manager

    2 weeks ago

    Downers Grove, Illinois, United States Capital One Full time

    Job Title: Assistant Relationship ManagerCapital One is seeking a highly skilled and detail-oriented Assistant Relationship Manager to join our Auto Finance Division. As a key member of our team, you will play a critical role in supporting both operations and sales teams.Key Responsibilities:Review, verify, and process loan documentation to assist Capital...

  • Relationship Manager

    4 weeks ago

    Downers Grove, Illinois, United States Apollon Wealth Management Full time

    Job OverviewApollon Wealth Management is seeking a skilled Relationship Manager to join our team. As a key member of our advisory team, you will play a pivotal role in delivering exceptional wealth management services to our valued clients and financial advisors.Key ResponsibilitiesAttend client meetings and provide valuable support to advisors by gathering...

  • Assistant Relationship Manager

    2 weeks ago

    Downers Grove, Illinois, United States Capital One Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Assistant Relationship Manager to join our Auto Finance Division. As a key member of our team, you will provide support to both operations and sales, ensuring seamless loan processing and customer satisfaction.Key Responsibilities:Review, verify, and process loan documentation to assist Capital...

  • Assistant Relationship Manager

    4 weeks ago

    Downers Grove, Illinois, United States Capital One Full time

    Job Title: Assistant Relationship ManagerCapital One is seeking a highly skilled and detail-oriented Assistant Relationship Manager to join our Auto Finance Division. As a key member of our team, you will play a critical role in supporting both operations and sales teams.Key Responsibilities:Review, verify, and process loan documentation to assist Capital...

  • Assistant Relationship Manager

    3 weeks ago

    Downers Grove, Illinois, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented individual to join our Auto Finance Division as an Assistant Relationship Manager. In this role, you will provide support to both operations and sales teams, reviewing, verifying, and processing loan documentation to assist Capital One customers and provide a Brand Defining Funding Experience to...

  • Customer Relationship Manager

    1 month ago

    Downers Grove, Illinois, United States Verity Technologies Full time

    Customer Relationship Manager Job Description **About the Role** We are seeking a highly motivated and energetic individual to join our customer relationship team at Verity Technologies. As a Customer Relationship Manager, you will play a crucial role in supporting our innovative device in physical therapy clinics and customer sites. **Key...

  • Business Development Manager

    2 weeks ago

    Downers Grove, Illinois, United States BuildingStars Full time

    Unlock Your Earning Potential with BuildingstarsAre you a results-driven professional with a passion for building strong relationships and driving business growth? Do you thrive in a dynamic environment where no two days are the same? If so, we have an exciting opportunity for you to join our team as an Account Manager at Buildingstars.As a key member of our...