Relationship Manager

1 week ago

Winnipeg, Manitoba, Canada BMO Financial Group Full time
335 Main St Winnipeg Manitoba,R3C 1C2


Be a part of Canada's leading Business Banking team at BMO who's known to move quickly to provide exceptional services to local businesses with a human touch.

As a Relationship Manager Trainee, you'll find yourself collaborating and learning with some of the top Relationship Managers in the industry as a part of your training and becoming of a successful, full fledge Relationship Manager with BMO.


As a Relationship Manager Trainee, you'll provide technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment with the guidance and collaboration with other Senior Relationship Managers within the assigned portfolio / jurisdiction.

You will be trained to provide advisory support to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite.

You'll identify deficiencies and recommend corrective action plans.

Also you'll make credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.


  • Understands the local market and proactively develops relationships with centres of influence.
  • Identifies prospective Business Banking customers, and/or refers customers with Personal Banking and/or more complex needs to other Partners.
  • Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
  • Answers inquiries and provides accurate information about business banking products and services.
  • Responds to information requests and follows established protocols.
  • Resolves or escalates issues.
  • Develops and maintains longterm, profitable relationships and expands organization's wallet share within the assigned portfolio.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and adhoc reports, and dashboards.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Provides advice and support with a focus on unique and complex credit transactions; provides daytoday technical support for team members.
  • Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.
  • Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.
  • Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and riskrelated decisions.
  • Understands customer needs and offers financial solutions that meet customer goals.
  • Understands the local market and proactively develops relationships with centres of influence.
  • Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
  • Recommends and implements Business Banking solutions based on analysis of issues and implications for the business.
  • Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decisionmaking.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides input into the planning and implementation of operational programs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Ensures alignment between stakeholders.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Executes work to deliver timely, accurate, and efficient service.
  • Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
  • Develops client rapport and instils confidence to develop credibility an

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