Business Banking Relationship Manager

1 day ago

Hinsdale, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our Commercial Sales and Service team, 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 portfolios and jurisdictions.
  • Offer advisory support to the team to ensure accuracy and consistency of decisions relative to risk strategies, policies, and appetite.
  • Identify deficiencies and recommend corrective action plans.
  • Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.
  • 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 the management of databases, ensuring alignment and integration of data in adherence with data governance standards.
  • Provide advice and support on unique and complex credit transactions, offering day-to-day technical support to team members.
  • Independently examine credit transactions and related reporting for adherence to transactional policies and procedures.
  • Develop risk profiles, credit structuring of lending proposals, and complete credit investigations.
  • Examine individual transactions for the designated portfolio and aggregate portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.
  • Understand customer needs and offer financial solutions that meet customer goals.
  • Understand the local market and proactively develop relationships with centers of influence.
  • Develop internal and external networks and referral sources to ensure ongoing growth of BMO's business.
  • Recommend and implement solutions based on analysis of issues and implications for the business.
  • Deliver exceptional customer service to build trust by providing 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 to assigned business/group on 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; lead or participate in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • 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; may include delivery of training to audiences.
  • Follow security and safeguarding procedures and apply due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
  • Adhere to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
  • 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 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Successful completion of CMS Compass Program or equivalent knowledge and experience - required.
  • 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 & 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:

$56, $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 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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