BMO Financial Group
Commercial Sales & Service
SeniorRelationshipManager
“Senior Relationship Manager at BMO Financial Group. Skills: Relationship Management, Sales, Client Relationships, Revenue Generation. Facilitates growth for the Bank. Manages key client relationships”
What You'll Achieve.
Exceeds ROE thresholds; Evaluates client returns on a proactive basis
Industry & Context.
Problem Solving
May have broader, enterprise-wide focus, Exercises judgment to identify, diagnose, and solve problems within given rules, Works independently and regularly handles non-routine situations, Broader work or accountabilities may be assigned as needed, Take measured risks while protecting the bank by applying our Risk Management Framework
What They're Looking For.
Must Have
7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics
Nice to Have
Bachelor’s degree Business Administration, Finance and Accounting, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards
What You'll Do.
Facilitates growth for the Bank
Manages key client relationships
Generates revenue from sales and syndications
Acts as escalation point for complex client issues
Structures complex deals
Secures credit approvals
Develops new business by contacting prospects
Cross-sells Bank products and services
Reviews loan applications
Develops market strategies
Identifies key market segments
Represents bank at industry forums
Engages with senior leadership
Prepares reports on team performance
Builds and maintains long-term relationships
Negotiates high-value transactions
Analyzes market trends
Works closely with internal teams
Identifies share of wallet opportunities
Leverages analysis tools to grow portfolio
Ensures adherence to regulatory requirements
How You'll Work.
Team & Collaboration
Works with internal stakeholders; Works with external partners; Engages with senior leadership and cross-functional teams; Works closely with internal teams and stakeholders
Process & Methodology
Project Management
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