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Senior Lead Liquidity Relationship Manager, Emerging Middle Market

1 month ago


Sacramento, California, United States Bank of Montreal Full time
Job Summary

BMO Financial Group is seeking a Senior Lead Liquidity Relationship Manager to join our Emerging Middle Market team. As a key member of our Commercial Sales & Service group, you will be responsible for developing and maintaining relationships with clients in the Emerging Middle Market segment, with a focus on deposits, cash management, commercial cards, and fee income.

Key Responsibilities
  • Develop new business by contacting prospects and clients, and by cross-selling Bank products and services.
  • 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 shoot to ensure a high-quality client experience.
  • Effectively collaborate and partner with the team and other units/areas within the bank.
  • Advises clients on methods to effectively and efficiently manage their liquidity inclusive of cash management/deposits solutions and internal referrals with other areas of the bank.
  • Develops and manages Commercial banking relationships.
  • Develops plans for new business production, to include focused calling and pipeline management activities.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
  • Reviews applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
  • Evaluates and structures requests to determine appropriate documentation.
  • Ensures all products and services are in accordance with the corporate policies, pricing guidelines, and portfolio considerations.
  • Follows up after closing to insure all documents are completed.
  • Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
  • Gathers data to advance sale process and completes all required documentation.
  • Assists 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.
  • Provides research and data gathering to facilitate solutions 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.
  • 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.
  • Broader work or accountabilities may be assigned as needed.

BMO Financial Group offers a competitive salary range of $87,161,400.00 and 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.