Relationship Manager Trainee, Business Banking
2 weeks ago
6130 67th Street, #300 Red Deer Alberta,T4P 3M1
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 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 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 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 cred
-
Red Deer, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** **What will you do?** - Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs - Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances and ongoing satisfaction with all of...
-
Relationship Manager
4 weeks ago
Red Deer, Canada Farm Credit Canada Full timeClosing Date (MM/DD/YYYY): 05/30/2023 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Passion for agriculture required: Manage relationships with local producers and be responsible for a developing loan portfolio. You’ll tailor financing packages to meet your customers’ needs, including both lending and non-lending...
-
Relationship Manager
7 days ago
Red Deer, Canada Farm Credit Canada Full timeClosing Date (MM/DD/YYYY): 12/05/2023 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position): $67,539 - $91,377 Passion for agriculture required: Manage relationships with local producers and be responsible for a developing loan...
-
Territory Relationship Manager
13 hours ago
Red Deer, Canada Farm Credit Canada Full timeClosing Date (MM/DD/YYYY): 05/30/2024 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position): $89,369 - $120,911 Knowledge of ag business and industry trends required Manage business-to-business relationships that contribute to FCC’s...
-
Client Advisor Business Services
1 day ago
Red Deer, Canada Royal Bank of Canada Full time**Job Summary** **Client Advisor Business Services** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to...
-
Business Development Manager
4 days ago
Red Deer, Canada Magnum York Property Management Ltd an Associa Company Full timeFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team. Here’s what’s waiting for you… The Business Development Manager will work with the Branch President as well as the Regional Sales...
-
Business Development Manager
5 days ago
Red Deer, Canada Magnum York Property Management Ltd an Associa Company Full timeFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team. Here’s what’s waiting for you… The Business Development Manager will work with the Branch President as well as the Regional Sales...
-
Business Development Manager
4 days ago
Red Deer, Canada Magnum York Property Management Ltd an Associa Company Full timeFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team. Here’s what’s waiting for you… The Business Development Manager will work with the Branch President as well as the Regional Sales...
-
Business Development Manager
2 days ago
Red Deer, Canada Magnum York Property Management Ltd an Associa Company Full timeFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team.Here’s what’s waiting for you…The Business Development Manager will work with the Branch President as well as the Regional Sales Director...
-
Business Development Manager
3 days ago
Red Deer, Canada Magnum York Property Management Ltd an Associa Company Full timeFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team. Here’s what’s waiting for you… The Business Development Manager will work with the Branch President as well as the Regional Sales...
-
Business Development Manager
5 days ago
Red Deer, Canada Magnum York Property Management Ltd an Associa Company Full timeFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team.Here’s what’s waiting for you…The Business Development Manager will work with the Branch President as well as the Regional Sales Director...
-
Business Development Manager
5 days ago
Red Deer, Canada Magnum York Property Management Ltd an Associa Company Full timeFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team.Here’s what’s waiting for you…The Business Development Manager will work with the Branch President as well as the Regional Sales Director...
-
Business Development Manager
2 days ago
Red Deer, Canada EightSix Network Inc Full timeMagnum York Property Management Ltd an Associa CompanyFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team.Here’s what’s waiting for you…The Business Development Manager will work with the...
-
Business Development Manager
2 days ago
Red Deer, Canada EightSix Network Inc Full timeMagnum York Property Management Ltd an Associa CompanyFor over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Red Deer team.Here’s what’s waiting for you…The Business Development Manager will work with the...
-
Client Advisor Business Services
2 days ago
Red Deer, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionClient Advisor Business ServicesWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients...
-
Client Advisor Business Services
6 hours ago
RED DEER, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionClient Advisor Business ServicesWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients...
-
Client Advisor Business Services
1 day ago
Red Deer, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionClient Advisor Business ServicesWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients...
-
Red Deer, Canada Red Deer, AB Full timeGet notified about new Vice President Corporate Banking jobs in United States. 300 Vice President Corporate Banking Jobs in United States Senior Associate / Assistant Vice President - Private Credit OperationsSenior Vice President of Credit & Syndication ManagerPrivate Credit & Equity VP - EntertainmentLucid VP, Credit/Structured Credit Financing...
-
Red Deer, Canada Red Deer, AB Full timeGet notified about new Vice President Corporate Banking jobs in United States. 300 Vice President Corporate Banking Jobs in United States Senior Associate / Assistant Vice President - Private Credit OperationsSenior Vice President of Credit & Syndication ManagerPrivate Credit & Equity VP - EntertainmentLucid VP, Credit/Structured Credit Financing...
-
Red Deer, Canada Red Deer, AB Full timeGet notified about new Vice President Corporate Banking jobs in United States. 300 Vice President Corporate Banking Jobs in United States Senior Associate / Assistant Vice President - Private Credit OperationsSenior Vice President of Credit & Syndication ManagerPrivate Credit & Equity VP - EntertainmentLucid VP, Credit/Structured Credit Financing...
