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Relationship manager trainee

1 month ago

Port Alberni, Canada BMO Financial Group Full time
p>Date limite pour présenter sa candidature :

12/14/2024

Adresse :

1533 Estevan Road

Groupe de famille d'emploi :

Ventes et service, Grandes entreprises

Fournir une expertise technique pour la réalisation proactive de l’analyse du crédit, de la structuration, de la tarification et de l’évaluation globale des transactions au sein du portefeuille ou du territoire attitré. Offrir du soutien consultatif à l’équipe afin de fournir des conseils sur l’exactitude et l’uniformité des décisions relatives aux stratégies et aux politiques de gestion du risque, ainsi qu’à l’appétit pour le risque. Prendre des décisions et formuler des recommandations en ce qui a trait au crédit et à la tarification, conformément à de solides principes d’octroi de crédit et aux politiques et aux procédures de la Banque.

  • Repérer les clients éventuels, et diriger les clients ayant des besoins en matière de services bancaires aux particuliers ou des besoins plus complexes vers le personnel approprié.
  • Comprendre le marché local et développer de manière proactive des relations avec des centres d’influence.
  • Répondre aux demandes de renseignements et fournir des renseignements exacts sur les produits et services des services bancaires aux entreprises.
  • Décomposer les problèmes stratégiques et analyser les données et les renseignements pour fournir des idées et des recommandations.
  • Effectuer la surveillance et le suivi du rendement et traiter les problèmes.
  • Concevoir et produire des rapports réguliers et ponctuels et des tableaux.
  • Coordonner la gestion des bases de données; veiller à ce que l’harmonisation et l’intégration des données respectent les normes en matière de gouvernance des données.
  • Élaborer des plans de gestion du changement de différents types et de différentes portées; diriger diverses activités de gestion du changement ou y participer, y compris l’évaluation de l’état de préparation, la planification, la gestion des parties prenantes, la réalisation, l’évaluation et le maintien des initiatives.