Business Banking Relationship Manager

1 week ago

Naperville, Illinois, United States BMO Full time
About the Role

BMO is seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their business goals.

Key Responsibilities
  • Provide proactive credit analysis, structuring, pricing, and transactions assessment within assigned portfolios/jurisdictions.
  • Offer advisory support to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite.
  • Identify deficiencies and recommend corrective action plans.
  • Make 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 customers with Personal Banking and/or more complex needs to appropriate personnel.
  • Break down strategic problems, analyze data and information to provide insights and recommendations.
  • Monitor and track performance, addressing any issues.
  • Design and produce regular and ad-hoc reports, dashboards.
  • Coordinate the management of databases; ensure alignment and integration of data in adherence with data governance standards.
  • Provide advice and support with a focus on unique and complex credit transactions; provide day-to-day technical support for team members.
  • Independently examine credit transactions and related reporting (e.g. exception reports) 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 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 4 - 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.

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