BMO Financial Group
Financial Services
VPRelationshipManager,ReligiousInstitutions
“VP Relationship Manager, Religious Institutions at BMO Financial Group. Skills: Relationship management, Business development, Revenue generation, Client retention. Develop new business by contacting prospects and clients. Cross-sell Bank products and services”
What You'll Achieve.
Retention and growth of an existing portfolio of specialty clients; Significant business development; Excellent management of key client relationships; Outstanding and continuous record of significant revenue generation from sales and syndications; Ensures the required internal control standards; Ensures client expectations are met or exceeded; Client experience is seamless and opportunities are identified and met; Client history is accurate and complete
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules
Travel up to 50% within territory
What They're Looking For.
Must Have
5 - 7 years of relevant experience, Post-secondary degree in related field of study or an equivalent combination of education and experience, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards, Deep knowledge and technical proficiency gained through extensive education and 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.
Develop new business by contacting prospects and clients
Cross-sell Bank products and services
Participate and provide leadership in Bank and community activities
Troubleshoot to ensure a high-quality client experience
Advise clients on loan products
terms and collateral requirements
Advise business clients on cash management/deposits solutions
Develop and manage Commercial banking relationships
and reporting for regulatory remediation
Analyze financial and related data to determine client needs
Monitor and track performance
and address any issues
Ensure proper documentations for loans and cash management services
Evaluate and structure loan requests
Negotiate terms for credit/cash management services
Ensure extension of credit/delivery of cash management services
Follow up after closing to insure all documents are completed and filed
Gather data to advance sale process and completes all required documentation
Assist team in pre-sales activities
Track implementation requests to keep the process on track
Track Internal reports and recommends improvements to sales support materials
Compile pre-call and post call information packages
Provide research and data gathering to sales team
Assist with sales and service administration and processing
Maintain current client information on Bank system/files
Ensure accurate billing to clients
Provide specialized consulting
analytical and technical support
How You'll Work.
Team & Collaboration
Work with product team; Collaborate with closing department, clients and attorneys; Serve as a daily escalation resource; Act as the prime subject matter expert for internal/external stakeholders; Assist team in pre-sales activities; Provide research and data gathering to sales team; Assist with sales and service administration and processing; Access internal systems and bank personnel
Communication Scope
Verbal & written communication skills - In-depth
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