Relationship Manager Jobs

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications from key clients. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Works independently and regularly handles non-routine situations.
• Advises clients, where possible, on business management and other financial matters.
• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• May coordinate closing with closing department, clients and attorneys.
• Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
• Monitors and tracks performance, and addresses any issues.
• Participates and provides leadership in Bank and community activities to increase Bank’s brand visibility and to enhance new business opportunities.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Follows up after closing to insure all documents are completed and filed.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
• Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
• Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.
• Develops and manages banking relationships, plans for prospective clients.
• Reviews loan applications and cash management service agreements for completeness and accuracy.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
• Provides specialized consulting, analytical and technical support.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
• Ensures proper documentations for loans and cash management services.
• Verbal & written communication skills - In-depth.
• Influence skills - In-depth.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• May advise business clients on cash management/deposits solutions.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Collaboration & team skills - In-depth.
• Advises clients on loan products, options, rates, terms and collateral requirements.
• Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
• Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
• Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
• Serves as a daily escalation resource to ensure client expectations are met or exceeded.
• Analytical and problem solving skills - In-depth.
• Data driven decision making - In-depth.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.

We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.