Relationship Manager, Business Banking
4 days ago
Application Deadline:
04/13/2025
Address:
2 King Street
Job Family Group:
Commercial Sales & Service
Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
- Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
- Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
- Generates appointments and opportunities to grow business results through targeted sales efforts.
- Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
- Identifies prospective customers and cross-sells additional products and services to meet their needs.
- Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
- Understands the local market and proactively develops relationships with centres of influence.
- Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
- Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
- Answers inquiries and provides accurate information about business banking products and services.
- Understands customer needs and offers financial solutions that meet customer goals.
- Resolves or escalates issues.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance, and addresses any issues.
- 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.
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely, accurate, and efficient service.
- Supports the development and promotion of a business/group program.
- Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
- Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
- Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
- Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
- Strong experience with customer sales and service.
- Technical proficiency gained through education and/or 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.
Salary: $51,800.00 - $96,500.00
Pay Type: Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
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. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-Rewards
About Us:
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.
#J-18808-Ljbffr-
St. John's, Newfoundland and Labrador, Canada Scotiabank Full timeRequisition ID: 221654Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Client Relationship Manager is a product generalist who posses a good understanding of financial products and services and focuses on the cross sell and retention of existing business customers. He/She is responsible for...
-
St. John's, Newfoundland and Labrador, Canada Scotiabank Full timeRequisition ID: 221654Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Client Relationship Manager is a product generalist who possesses a good understanding of financial products and services and focuses on the cross-sell and retention of existing business customers. He/She is responsible for...
-
Business Banking Expert
2 days ago
St. John's, Newfoundland and Labrador, Canada Sun Life Financial Full timeJob DescriptionAs a member of our Personal and Business Banking team, you'll meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.Become a technology expert...
-
Relationship Manager Commercial Markets Intern
22 hours ago
St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada> Full timeJob SummaryAs a Relationship Manager, Commercial Financial Services, you are in a proactive, face-to-face sales role in RBC's Commercial Banking platform. Your natural flair for sales and resolving business challenges is what sets you apart from the crowd. Job DescriptionWhat will you do?Deliver value-added financial...
-
Business Advisor
2 days ago
St. John's, Newfoundland and Labrador, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat you'll be doingManage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service Standard.Create a strong presence within the...
-
Banking Advisor
12 hours ago
St. John's, Newfoundland and Labrador, Canada National Bank Full timeAttendance On-Site Job number 25797 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 25 hours Full Time / Part Time? Part-Time Number of Hours 25 Posting date 01-Apr-2025 Location: Saint John, New Brunswick City Saint John Province/State New Brunswick Area of Interest: Advisory services, Personal banking A career as a Banking...
-
Client Relationship Manager
7 days ago
St. John's, Newfoundland and Labrador, Canada DT Home Reno Full timeAbout the RoleThe Client Relationship Manager will oversee the entire sales process, from initial contact to final sale. This includes identifying new business opportunities, building strong relationships with clients, and ensuring seamless communication throughout the process.
-
Equity Bank Operations Director
6 days ago
St. John's, Newfoundland and Labrador, Canada Equity Bank Full timeAbout the PositionWe are seeking an Equity Bank Operations Director to lead our operations team and drive business growth through strategic decision-making.The ideal candidate will have excellent organizational skills, a strong ability to communicate complex ideas, and the capacity to build relationships with partners to support divisional...
-
Banking Specialist
7 days ago
St. John's, Newfoundland and Labrador, Canada Tangerine Bank Full timeCompany Overview">Tangerine Bank offers innovative products and services to Canadians. As a digital bank, we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.">Why Join Our Team?">At Tangerine Bank, we value the unique skills and experiences each individual brings to the team....
-
Relationship Management Team Lead
2 weeks ago
St. John's, Newfoundland and Labrador, Canada Irving Oil Ltd. Full timeRelationship Management Team Lead (Hybrid)Relationship Management Team Lead (Hybrid)Apply locations Saint John time type Full time posted on Posted Yesterday job requisition id R125934As a Relationship Management Team Lead you will enhance the effectiveness of the team through support and execution of reporting, analysis, training as well as process and...
-
Assistant Manager
3 days ago
St. John's, Newfoundland and Labrador, Canada Scotiabank Full timeRequisition ID: 221559Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business strategies, initiatives and specific...
-
Equity Bank Senior Advisor
2 days ago
St. John's, Newfoundland and Labrador, Canada Equity Bank Full timeSenior Advisor OpportunityWe are seeking a highly skilled Senior Advisor to join our team at Equity Bank. As a key member of our leadership team, you will provide expert advice and guidance to support the divisional vice president in driving business growth and strategic initiatives.Key Responsibilities:Provide expert advice and guidance to support the...
-
President of Business Development
3 days ago
St. John's, Newfoundland and Labrador, Canada Equity Bank Full timeAbout the Role:We are seeking a highly skilled Market President to join our team at Equity Bank. This is an exceptional opportunity for an experienced professional to take on a challenging role and make a significant impact on our organization.The successful candidate will be responsible for supporting the divisional/area vice-president, developing and...
-
Business Development Strategist
3 days ago
St. John's, Newfoundland and Labrador, Canada Equity Bank Full timeJob DescriptionWe are seeking a skilled Business Development Strategist to support our divisional vice president in driving business growth and strategic initiatives at Equity Bank. As a key member of our leadership team, you will provide professional advice and guidance to ensure the successful execution of our strategy.Key Responsibilities:Support the...
-
Strategic Business Manager
12 hours ago
St. John's, Newfoundland and Labrador, Canada Personnel Search Ltd. Full time**Strategic Business Manager Opportunity**Personnel Search Ltd. is seeking a Strategic Business Manager to join their team in Atlantic Canada.The ideal candidate will have a proven track record of driving business growth, improving operational efficiency, and building strong relationships with customers and stakeholders.**Key Responsibilities**The successful...
-
business manager
3 days ago
St. John's, Newfoundland and Labrador, Canada Personnel Search Ltd Full timeOur client, a well-established Canadian based shipping agent, providing port and agency services to the maritime transportation industry, is currently seeking a Business Manager for their Saint John, New Brunswick location. The successful candidate will report directly to the General Manager and be an integral member of the leadership team. ...
-
Business Strategy Lead
6 days ago
St. John's, Newfoundland and Labrador, Canada Equity Bank Full timeJob OverviewWe are seeking a highly skilled Business Strategy Lead to join our team at Equity Bank. This role is responsible for supporting the execution of our corporate strategy in partnership with the divisional vice-president.The ideal candidate will have excellent organizational skills, strong communication abilities, and the capacity to build...
-
Business Growth Manager
3 days ago
St. John's, Newfoundland and Labrador, Canada St Hubert Full timeOpportunity OverviewWe are seeking an experienced Sales Representative to join our team in New Brunswick and Prince Edward Island as a Business Growth Manager. In this role, you will be responsible for developing and implementing sales strategies, maintaining excellent relationships with stores, and overseeing business growth within your assigned...
-
Strategic Initiative Manager
2 days ago
St. John's, Newfoundland and Labrador, Canada Equity Bank Full timeStrategic Initiative Manager Job SummaryWe are seeking a highly skilled Strategic Initiative Manager to join our team at Equity Bank. As a key member of our leadership team, you will play a critical role in developing and implementing strategic initiatives to drive business growth and improve customer experience.Key Responsibilities:Develop and implement...
-
Automotive Business Development Manager
1 day ago
St. John's, Newfoundland and Labrador, Canada Helm Incorporated Full timeWe are looking for an entrepreneurial individual with a history of leadership and achievement to join our team as a Fleet Specialist. In this role, you will work directly on behalf of Stellantis corporate, driving additional Fleet parts and labor sales through a Centralized Billing Program (Servicenet).Responsibilities and RequirementsDevelop and maintain...