BMO
Commercial Sales & Service
EmergingMiddleMarketRelationshipManager,Director
“Emerging Middle Market Relationship Manager, Director at BMO. Skills: Relationship Management, Sales performance, Business development, Structuring Deals, Credit Risk Assessment, Portfolio Management. Facilitates growth for the Bank through business development and management of key client relationships.. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.”
What You'll Achieve.
Proven track record in sales performance; Significant revenue generation from sales and syndications; Client retention; Profitability; Portfolio that exceeds ROE thresholds; Evaluate client returns on a proactive basis; Mitigating risk; Maintaining service standards
Industry & Context.
Strategic problem-solving; Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
What They're Looking For.
Must Have
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred., Bachelor’s degree Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered., If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards., Seasoned professional with a combination of education, experience and industry knowledge.
Nice to Have
COI (Center of Influences) network, established in the market place, and a proven track record in sales performance.
What You'll Do.
Facilitates growth for the Bank through business development and management of key client relationships.
Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues
using strategic problem-solving to resolve conflicts and maintaining client relationships.
Leads the structuring of high-value
ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination
acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high-value
complex transactions and credit approvals
ensuring deals are structured to meet client needs.
Manages high-value client portfolios
driving cross-selling
Implements cross-selling initiatives
driving client engagement and successfully transitioning opportunities into revenue-generating sales.
Leads market coverage strategies to expand portfolios
identify opportunities
and align with business goals.
Represents bank at industry forums and conferences
leveraging insights on trends
and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies
and drive holistic business solutions.
Delivers reports to the bank’s leadership on team performance
and key strategic initiatives
delivering insights that inform corporate strategy.
Drives strategic advisory on loan products
and collateral requirements
ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains long-term relationships with the bank’s high-value and strategic clients
providing strategic advice on financial solutions and ensuring exceptional service and partnership.
secures credit approvals
negotiates high-value transactions
and identifies opportunities for cross-selling.
Analyzes market trends
client industry developments
and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products
solutions and strategies that best fit clients’ needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements
and compliance policies in all aspects of relationship management
mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
laws and regulations.
How You'll Work.
Team & Collaboration
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.; Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Process & Methodology
Project Management, Change Management
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