Relationship Manager

4 weeks ago


Montréal, Canada BMO Financial Group Full time

6455 rue Jean Talon Est, #101 Montreal Quebec,H1S 3E8

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 requ


  • Relationship Manager

    2 weeks ago


    Montréal, Canada Semilla Coffee Inc Full time

    Semilla Coffee is a specialty coffee importer focused on supporting smallholders with limited or zero access to a specialty market and working with them as they navigate this transition. We commit exclusively to small groups in the specific countries we work in - Rwanda, Colombia, Honduras, and Guatemala - and connect them with a network of specialty...

  • Relationship Manager

    1 month ago


    Montréal, Canada BMO Financial Group Full time

    105 rue St-Jacques O Montreal Quebec,H2Y 1L6 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,...


  • Montréal, Canada DLVRD Logistics Full time

    Skills/Knowledge: - At least 1 year experience in transport and logistics. - At least 1 year experience as a Buyer/ Analyst. - The ability to speak and write fluently in both French and English. - Must possess strong communication (verbal and written) as well as interpersonal skills. - Must demonstrate strong problem-solving abilities in a fast-paced...


  • Montréal, 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,...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 193845 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Relationship Manager, you will be responsible for managing the relationship with the SM Quebec Region, by providing operational support to the business, focusing on day-to-day issue management and adjudication, initiative...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 193845 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Relationship Manager, you will be responsible for managing the relationship with the SM Quebec Region, by providing operational support to the business, focusing on day-to-day issue management and adjudication, initiative...


  • montréal, Canada National Bank Full time

    As Associate Relationship Manager within the Financial Institutions Group (FIG) at National Bank of Canada, you will help facilitate relationships with various correspondent banks and thus strengthen revenue growth. You offer comprehensive support to the various stakeholders within the bank, especia


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 193845 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English, in addition to French, because they will be required to work closely with other...

  • Relationship Manager

    9 hours ago


    Montréal, Canada Global Payments Canada Full time

    Looking for a new challenge? Want to join a Fortune 500 company focused on technology and innovation? Are you interested in pursuing a career in sales? At Global Payments, you’ll have many opportunities for growth and development and we promise everyday will be an exciting challenge. Join a team of established sales professionals and leaders and get the...


  • Montréal, Canada HSBC Full time

    Opening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...


  • Montréal, Canada HSBC Full time

    Opening up a world of opportunity. We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...


  • Montréal, QC, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English, in addition to French, because they will be required to work closely with other groups from head office who operate...


  • Montréal, Canada National Bank of Canada Full time

    As Associate Relationship Manager within the Financial Institutions Group (FIG) at National Bank of Canada, you will help facilitate relationships with various correspondent banks and thus strengthen revenue growth. You offer comprehensive support to the various stakeholders within the bank, especially in terms of operations with our correspondent...


  • Montréal, Canada National Bank Full time

    As Associate Relationship Manager within the Financial Institutions Group (FIG) at National Bank of Canada, you will help facilitate relationships with various correspondent banks and thus strengthen revenue growth. You offer comprehensive support to the various stakeholders within the bank, especially in terms of operations with our correspondent...


  • Montréal, Canada Otis Full time

    Date Posted: 2024-02-22 Country: Canada **Location**: LOC13039 1535 Gladstone Street,Montreal,Quebec,H4E 1C5,Canada Otis Elevator Company est à la recherche d'une personne très motivée pour combler un poste de direction des relations avec la clientèle. Cette personne sera responsable de la gestion des comptes pour tous les clients dans la zone...


  • Montréal, Canada Manulife Full time

    **_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy,...


  • Montréal, QC, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 193845 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in...


  • Montréal, Canada ILCO TRANSIT Full time

    ILCO TRANSIT is a transportation and logistics company. We pride ourselves in delivering elite, excellent customer service while creating seamless transportation solutions for our clients. We are seeking a dynamic and personable Client Relationship Manager to join our logistics and transportation team. This role involves a combination of sales, customer...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 193845 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Relationship Manager, you will be responsible for managing the relationship with the SM Quebec Region, by providing operational support to the business, focusing on day-to-day issue management and adjudication, initiative...


  • Montréal, Canada Moneris Full time

    You will manage the relationship between Moneris and Moneris' hardware vendors and middleware partners. You will lead the strategic direction with these external partners and provide the partner's perspective to influence Moneris' product roadmaps (This includes both current vendors and potential vendors). You will oversee daily communication with Moneris'...