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Relationship Manager

2 months ago


Roselle, Illinois, United States Bank of Montreal Full time
Job Summary

We are seeking a skilled Relationship Manager to support clients based in Japan with U.S. subsidiaries. The ideal candidate will have a strong background in commercial sales and service, with a focus on business development and relationship management.

Key Responsibilities
  • Provide support for pre-sales activities, including presentations, bids/proposals, and requests for information.
  • Retain and expand existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
  • Establish and enhance the Bank's brand by participating in meaningful business and community activities.
  • Participate in industry forums and conferences to stay up-to-date on industry trends, competitive insights, products, and services.
  • Provide subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
  • Coordinate cash management product implementation and financial transaction setup.
  • Ensure consistent personnel training throughout the team.
  • Act as daily sales contact for clients on sales-related questions.
  • Gather data to advance the sale process and complete all required documentation.
  • Assist the team in pre-sales activities, including pitch preparation, client research, and preparation of prospect and client files.
  • Track implementation requests to ensure timely completion.
  • Track internal reports and recommend improvements to sales support materials.
  • Compile pre-call and post-call information packages to validate client holdings, pricing, and volumes.
  • Provide research and data gathering to support sales team solutions.
  • Assist with sales and service administration and processing to ensure a seamless client experience.
  • Maintain current client information on Bank systems/files to ensure accurate and complete client history.
  • Ensure accurate billing to clients.
Requirements
  • Typically between 4-6 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • 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.
What We Offer

BMO Financial Group offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.