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Relationship Manager
2 months ago
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.
- 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.
BMO Financial Group offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.