Relationship Manager
3 months ago
345 King Street West Kitchener Ontario,N2G 1B8
Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.
- Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.
- 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.
- 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 long-term, 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 ad-hoc 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 day-to-day 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 risk-related 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 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 decision-making.
- 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 and earn their trust as relationship manager.
- Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.
- 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.
- Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirement
-
Relationship Manager
4 months ago
Kitchener, Canada Venuiti Full timeTo succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills. **Responsibilities**: - Develop a deep understanding of clients’ needs and requirements - Work closely with...
-
Relationship Manager
4 months ago
Kitchener, Canada Venuiti Full timeWe need a salesperson! Your goal is to drive new opportunities, for the company and for yourself. You’re the catalyst to the success we are already moving towards and you’re going to use this opportunity as a springboard to a career in technology sales. We want someone that can talk, can type, can chat and is detail oriented and it’s not necessarily...
-
Customer Relationship Manager
2 weeks ago
Kitchener, Ontario, Canada OpenText Full time**Customer Relationship Manager Summary:** Manage large multinational clients, cultivate executive relationships, and drive revenue growth through strategic direction and account management. OpenText is a global leader in information management, where innovation, creativity, and collaboration are key components of our corporate culture. As a member of our...
-
Customer Relationship Manager
3 weeks ago
Kitchener, Ontario, Canada OpenText Full timeCustomer Relationship Manager OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that...
-
Customer Relationship Manager
2 weeks ago
Kitchener, Ontario, Canada OpenText Full timeOPENTEXT OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of...
-
Customer Relationship Manager
2 weeks ago
Kitchener, Ontario, Canada OpenText Full timeAbout the RoleWe are seeking a highly skilled Customer Relationship Manager to join our team at OpenText. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our largest multinational clients.Key ResponsibilitiesDevelop and execute account strategies to drive revenue growth and customer...
-
Customer Relationship Manager
2 weeks ago
Kitchener, Ontario, Canada OpenText Full timeAbout the RoleWe are seeking a highly skilled Customer Relationship Manager to join our team at OpenText. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our largest multinational clients.Key ResponsibilitiesDevelop and execute account strategies to drive revenue growth and customer...
-
Customer Relationship Manager
2 weeks ago
Kitchener, Ontario, Canada OpenText Full timeAbout the RoleWe are seeking a highly skilled Customer Relationship Manager to join our team at OpenText. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our largest multinational clients.Key ResponsibilitiesDevelop and execute account strategies to drive revenue growth and customer...
-
Manager, Supplier Relationship Management
3 weeks ago
Kitchener, Ontario, Canada Sun Life Financial Full timeJob DescriptionAbout the Role:The Manager, Supplier Relationship Management (SRM) plays a critical role in managing the day-to-day operations supporting our service providers at Sun Life Financial. This seasoned leader will lead a high-performance team, ensuring service levels and quality of information received from our service providers exceed the demands...
-
Manager, Supplier Relationship Management
3 weeks ago
Kitchener, Ontario, Canada Sun Life Financial Full timeJob DescriptionAbout the Role:The Manager, Supplier Relationship Management (SRM) plays a critical role in managing the day-to-day operations supporting our service providers at Sun Life Financial. This seasoned leader will lead a high-performance team, ensuring service levels and quality of information received from our service providers exceed the demands...
-
Client Relationship Manager
6 days ago
Kitchener, Ontario, Canada Globe Life AO - Mike Gatto Full timeRemote Client Relationship Manager AO is seeking a skilled professional to join their team as a Remote Client Relationship Manager. Summary: Leverage your customer service or sales background to make a meaningful difference in people's lives by providing trusted financial products to families. Key Responsibilities: Meet with families...
-
Technical Relationship Manager
1 month ago
Kitchener, Ontario, Canada Cineplex Full timeCompany Overview:Cineplex is a premier entertainment organization dedicated to crafting unforgettable experiences for its patrons. We prioritize diversity and inclusion within our workforce, inviting individuals from all walks of life to become part of our team.Position Title: Technical Account ManagerLocation: WaterlooRole Overview:The Technical Account...
-
Client Relationship Manager
1 month ago
Kitchener, Ontario, Canada Société Financière Manuvie Full timeAbout Us: We are a leading financial services provider dedicated to empowering our clients and colleagues globally, helping them make informed decisions and improve their lives. Our commitment to environmental initiatives and community investments reflects our core values, which guide all our operations. We believe in fostering a healthy, respectful, and...
-
Manager, Supplier Relationship Management
3 weeks ago
Kitchener, Ontario, Canada Sun Life Full timeAbout the Role:The Procurement Operations Manager assists the Director, Procurement in managing the day-to-day operations supporting our service providers. The manager will lead a high-performance team ensuring service levels and quality of information received from our service providers exceeds the demands of our business partners. It is the Manager's...
-
Manager, Supplier Relationship Management
3 weeks ago
Kitchener, Ontario, Canada Sun Life Full timeAbout the Role:The Procurement Operations Manager assists the Director, Procurement in managing the day-to-day operations supporting our service providers. The manager will lead a high-performance team ensuring service levels and quality of information received from our service providers exceeds the demands of our business partners. It is the Manager's...
-
Supplier Relationship Manager
1 month ago
Kitchener, Ontario, Canada Flanagan Foodservice Inc. Full timeAt Flanagan Foodservice, we pride ourselves on being the largest family-owned food distributor in Canada, characterized by a vibrant culture of innovation, creativity, and a commitment to outstanding service. With nearly five decades of growth and evolution, we are navigating the dynamic and challenging foodservice industry, seeking visionary thinkers,...
-
Associate Relationship Manager
4 months ago
Kitchener, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...
-
Client Relationship Manager
7 days ago
Kitchener, Canada Globe Life AO - Mike Gatto Full timeCompany: AOLocation: Remote (Canada)Position Type: Full-TimeMake a Lasting ImpactDo you have a background in customer service or sales and want to make a meaningful difference in people's lives? AO is hiring a Remote Client Relationship Manager to join our team of dedicated professionals. This role allows you to leverage your existing skills while offering...
-
Client Relationship Manager
3 weeks ago
Kitchener, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and client-focused professional to join our team as a Client Advisor. As a key member of our team, you will be responsible for delivering exceptional client experiences and driving sales growth through proactive engagement and relationship-building.Key ResponsibilitiesClient EngagementProactively engage with clients...
-
Client Relationship Manager
3 weeks ago
Kitchener, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and client-focused professional to join our team as a Client Advisor. As a key member of our team, you will be responsible for delivering exceptional client experiences and driving sales growth through proactive engagement and relationship-building.Key ResponsibilitiesClient EngagementProactively engage with clients...