Relationship Manager

6 months ago

Vancouver, Canada BMO Financial Group Full time

595 Burrard Street Vancouver British Columbia,V7X 1L7

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications from key clients. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.
- Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
- Participates and provides leadership in Bank and community activities to increase Bank’s brand visibility and to enhance new business opportunities.
- Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
- May coordinate closing with closing department, clients and attorneys.
- Serves as a daily escalation resource to ensure client expectations are met or exceeded.
- Advises clients on loan products, options, rates, terms and collateral requirements.
- May advise business clients on cash management/deposits solutions.
- Advises clients, where possible, on business management and other financial matters.
- Develops and manages banking relationships, plans for prospective clients.
- Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
- Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
- Monitors and tracks performance, and addresses any issues.
- Ensures proper documentations for loans and cash management services.
- Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
- Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
- Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
- Follows up after closing to insure all documents are completed and filed.
- Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
- Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
- Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
- Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.
- Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
- Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
- Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
- Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
- Maintains current client information on Bank systeM/Files to ensure client history is accurate and complete.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Deep knowledge and technical proficiency gained through extensive education and 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.

**Compensation and Benefits**:
$68,000.00 - $126,000.00

**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.

**We’re here to help**

At BMO we are driven by

  • Relationship Manager

    6 months ago

    Vancouver, Canada TMX Group Limited Full time

    Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Relationship Manager

    6 months ago

    West Vancouver, Canada The First Nations Financial Management Board (FMB) Full time

    Position Overview Reporting to the Senior Relationship Manager ("SRM"), the Relationship Manager ("RM") is accountable for supporting existing and potential clients of the First Nations Financial Management Board ("FMB"). The RM coordinates and collaborates with all FMB business lines and contributes to a high performing and engaged relationship building...

  • Relationship Manager

    4 days ago

    Vancouver, Canada EDC Full time

    **Posting Date**: Dec 7, 2024, 1:27:09 PM **Primary Location**: British Columbia-Vancouver **Job Type**: Permanent **Schedule**: Full-time Export Development Canada (EDC) is a financial Crown corporation dedicated to helping Canadian businesses make an impact at home and abroad. EDC offers financial products and knowledge to help Canadian businesses...

  • Relationship Manager

    6 months ago

    North Vancouver, Canada Tsleil-Waututh Nation Full time

    **JOB SUMMARY**: The role of the Relationship Manager is to source, create, build and maintain relationships, lead on the negotiations and drafting of associated relationship agreements, manage communications with external entities and other Indigenous Nations, support Chief and Council, staff throughout Tsleil-Waututh Nation on relationship negotiations and...

  • Client Relationship Manager

    4 weeks ago

    Vancouver, British Columbia, Canada Noise Digital Full time

    About the RoleAt Noise Digital, we are seeking a Client Relationship Manager to join our team. This is a critical role that requires a strong understanding of client needs and expectations.Key ResponsibilitiesAct as the key point of contact for owned client relationships and have a strong understanding of their brand and market sector.Strategically plan and...

  • Relationship Manager Lead

    4 weeks ago

    Vancouver, British Columbia, Canada Prospera Credit Union Full time

    Discover the OpportunityThe Relationship Manager Lead position at Prospera Credit Union is an exciting opportunity for a skilled professional to drive business growth while providing exceptional service to our high-value members.As a Relationship Manager Lead, you will be responsible for maintaining and expanding advisory relationships with our highest value...

  • Senior Relationship Manager

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 209366As a key member of our Private Banking team, you will play a vital role in developing and maintaining relationships with our affluent clients. You will provide exceptional customer service, sound advice, and administration of assigned accounts to deliver a personalized experience.Main Responsibilities:• Assist in the effective...

  • Associate Director

    7 days ago

    Vancouver, Canada CIBC Full time

    p>We’re building a relationship-oriented bank for the modern world. comWhat You’ll Be DoingReporting to the Executive Director, Indigenous Trust with a dotted line to the Vice President, Indigenous Markets, the Associate Relationship Manager (ARM), Indigenous Trust provides support for relationship management and administration oversight for the...

  • Relationship Manager

    3 days ago

    Vancouver, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiringBuilt on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24...

  • Senior Relationship Manager, Medicus

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 209301At Scotiabank, we're seeking a talented Senior Relationship Manager, Medicus to contribute to the overall success of MD Financial and Medicus Pension Plan.As a Senior Relationship Manager, Medicus, you will be responsible for championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships,...

  • Relationship Manager Lead

    5 months ago

    Vancouver, Canada Prospera Credit Union Full time

    Be our new Relationship Manager Lead at our South Granville Advice Center. The Relationship Manager Lead (RML) at Prospera Credit Union is responsible for maintaining and growing advisory relationships with our highest value members while also providing back-up leadership support to the Branch Manager. As a Relationship Manager Lead, you will have a...

  • Construction Relationship Manager

    3 weeks ago

    Vancouver, British Columbia, Canada EASY AIR SEAL LTD Full time $2,500 per month

    Job DescriptionWe are seeking an experienced Sales Associate to join our team at EASY AIR SEAL LTD. The ideal candidate will have a proven track record in outside sales and a deep understanding of Building Envelope solutions.Main responsibilities include:Establishing new business relationships through proactive outreach.Providing exceptional customer service...

  • Construction Relationship Manager

    3 weeks ago

    Vancouver, British Columbia, Canada EASY AIR SEAL LTD Full time $2,500 per month

    Job DescriptionWe are seeking an experienced Sales Associate to join our team at EASY AIR SEAL LTD. The ideal candidate will have a proven track record in outside sales and a deep understanding of Building Envelope solutions.Main responsibilities include:Establishing new business relationships through proactive outreach.Providing exceptional customer service...

  • Client Relationship Manager

    4 weeks ago

    Vancouver, British Columbia, Canada Gallagher Full time

    About the RoleAs a Client Service Manager on our Private Client team at Gallagher, you will oversee a long-standing and valued book of business, working closely with clients to deliver exceptional client service. Your responsibilities will include guiding clients through the policy renewal cycle, handling policy changes, and resolving billing issues.We...

  • Community Relationship Manager

    7 days ago

    Vancouver, BC, Canada Robert Half Full time

    We're on the hunt for an adventurous go getter Community Relations Manager (Canada wide) to become a crucial player in a dynamic research organization. You'll get to spearhead relationships with underserve communities across Canada. As the Canada Community Relations Manager, you will champion their perspectives in our data, actively influencing...

  • Commercial Banking Relationship Manager

    3 weeks ago

    Vancouver, British Columbia, Canada Hong Leong Bank Berhad Full time

    Drive Commercial Banking SalesThe Account Relationship Manager is responsible for driving commercial banking sales and delivering sales targets assigned by management. This role reports to the Manager, Business & Corporate Banking (CMB Centre).Key Responsibilities and Accountabilities• Acquire new account relationships.• Manage a portfolio of existing...

  • Strategic Commodity Relationship Manager

    3 weeks ago

    Vancouver, British Columbia, Canada EightSix Network Full time

    Job SummaryWe are seeking an experienced Strategic Commodity Relationship Manager to join our North American Trading Desk. As a key member of our team, you will be responsible for developing and maintaining extensive business relationships within an assigned marketplace.About the RoleIn this role, you will actively drive new business growth by developing...

  • Strategic Relationship Manager Director

    4 weeks ago

    Vancouver, British Columbia, Canada E-Comm 9-1-1 Full time

    Director, Operations Relationship Management Job DescriptionE-Comm 9-1-1 is seeking a highly skilled and motivated individual to join our team as the Director, Operations Relationship Management.This is an exciting opportunity to play a key role in shaping the future of public safety communication services through strategic relationship management.As a...

  • Relationship Manager in Training

    6 months ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 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,...

  • Associate, Relationship Management, Corporate

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **Note: this role is a full-time, fixed-term opportunity estimated for approximately 12 months.** **What is the opportunity?** As Associate, Corporate Client Group (“CCG”), you will report to the Director/Managing Director, Relationship Management. You will work directly with our senior team members and support them in serving current...