Senior Lead Relationship Manager, Commercial Banking

2 weeks ago

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

We are seeking a highly skilled Senior Lead Relationship Manager, Commercial Banking to join our team. 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 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 troubleshoot 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 address any issues.
  • Ensure proper documentation for loans and cash management services.
  • Review loan applications and cash management service agreements for completeness and accuracy and submit 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 ensure 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 complete all required documentation.
  • Assist team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
  • Track implementation requests to keep the process on track with timelines.
  • Track internal reports and recommend improvements to sales support materials based on findings and feedback.
  • Compile pre-call and post-call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
  • Provide research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
  • Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Maintain current client information on Bank system/files to ensure client history is accurate and complete.
  • Ensure accurate billing to clients.
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

$87,161,400.00

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 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:

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