BMO Financial Group
Business Banking
BusinessBankingRelationshipManager
“Business Banking Relationship Manager at BMO Financial Group. Skills: Relationship management, Sales strategy, Financial analysis. Cultivate, build, and manage client relationships. Develop and execute sales strategies”
What You'll Achieve.
Build a pipeline of new business; Increase BMO’s market share; Achieve customer retention objectives; Expand wallet share within the assigned portfolio; Drive business growth; Mitigate risk; Protect assets
Industry & Context.
Analytical and problem solving skills - In-depth; Breaks down strategic problems; Analyzes data and information; Exercises judgment to identify, diagnose, and solve problems
What They're Looking For.
Must Have
4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience, financial analysis skills, demonstrated ability to interpret financial statements, assess creditworthiness, provide actionable insights to drive business growth and mitigate risk, knowledge of business banking products, lending processes, loan documentation, supporting policies, procedures, and technologies, 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
What You'll Do.
and manage client relationships
Develop and execute sales strategies
Generate appointments and opportunities
Develop and maintain a business plan
Identify prospective customers
Cross-sell additional products and services
Deliver exceptional customer service
Develop and maintain profitable relationships
Answer inquiries about business banking products
Understand customer needs
Offer financial solutions
Resolve or escalate issues
Develop solutions and make recommendations
Provide advice and guidance
Analyze data and information
Monitor and track performance
Coordinate management of data
Build change management plans
Provide input into operational programs
Execute work to deliver service
Support program development and promotion
Follow security and safeguarding procedures
Maintain confidentiality of customer information
Identify risks and take appropriate actions
Exercise judgment to solve problems
Work independently on complex tasks
How You'll Work.
Team & Collaboration
Refer to BMO colleagues as appropriate; Develop internal and external networks; Collaborate with product teams; Coordinate management and ensure alignment
Communication Scope
Verbal & written communication skills - In-depth; Influence skills - In-depth
Process & Methodology
Build change management plans, Lead or participate in change management activities
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