Senior Relationship Manager

2 weeks ago


Vancouver BC, Canada BMO Full time

Commercial Sales & Service
As a Senior Relationship Manager, you will be supporting our Dealer Finance Commercial banking team on complex lending while focusing on relationship management and business development for our BC region. This role collaborates with various regions such as Cash Management, Private Wealth, and other Commercial Banking partners. Please note this is a hybrid opportunity and requires working at our office in Vancouver, BC on a regular basis.
Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
Conducts independent analysis and assessment to resolve strategic issues.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
May network with industry contacts to gain competitive insights and best practices.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Manages the risk of the assigned complex portfolio in a timely and precise manner.
Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.
assesses and adapts as needed to ensure quality of execution.
Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
Gathers data to advance sale process and completes all required documentation.
Tracks implementation requests to keep the process on track with timelines.
Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
Ensures accurate billing to clients.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Implements changes in response to shifting trends.
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. MBA and/or CPA designation would be an asset.
Demonstrated history of successful business development, including ability to network in external markets
Demonstrated knowledge of relevant industry verticals and market's competitive environment
Experience in contact negotiations with both clients and legal counsel
Risk Management - In-depth
Sales and Service Management -In-depth
Relationship Management - In-depth
Conflict Management & Resolution -In-depth
Resource Planning - Working
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We're here to help
It calls on us to create lasting, positive change for our customers, our communities and our people. 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.
Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #


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