Relationship Manager

3 weeks ago

Hamilton, Canada BMO Financial Group Full time

50 Bay Street South Hamilton Ontario,L8P 4V9

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 requirements.

  • Relationship Manager

    2 weeks ago

    Hamilton, Ontario, Canada Cowan Insurance Group Full time

    You'reknowledgeable in thepersonal lines insurance industry with policies, products and customer service.You're a communicator - strong communication skills both verbally and in writing.You're passionate about providing excellent customer service and you thrive in a fast paced environment.If you are nodding yes, this Relationship Manager role in our Personal...

  • Business Relationship Manager

    3 weeks ago

    Hamilton, Canada City of Hamilton Full time

    **About the City of Hamilton** **Contribute to the City of Hamilton, one of Canada’s largest cities - home to a diverse and strong economy, an active and inclusive community, a robust cultural and dining scene, hundreds of kilometres of hiking trails and natural beauty just minutes from the downtown core, and so much more. Join our diverse team of...

  • Client Relationship Manager

    2 months ago

    Hamilton, Canada Canada Life Assurance Company Full time

    **Job Description**: Reporting to the Regional Manager, Client Services this role focuses on developing strong relationships through proactive servicing of the group retirement plan customers in our region, participating in finalist presentations and working with a team to implement new sales. Being able to work independently and as part of a team to build...

  • Relationship Manager, Agricultural

    4 weeks ago

    Hamilton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Business Relationship Specialist

    3 weeks ago

    Hamilton, Canada City of Hamilton Full time

    **About the City of Hamilton** **Contribute to the City of Hamilton, one of Canada’s largest cities - home to a diverse and strong economy, an active and inclusive community, a robust cultural and dining scene, hundreds of kilometres of hiking trails and natural beauty just minutes from the downtown core, and so much more. Join our diverse team of...

  • Job Id #3006: Customer Relationship Management

    6 days ago

    Hamilton, Canada City of Hamilton Full time

    Contribute to the City of Hamilton, one of Canada’s largest cities - home to a diverse and strong economy, an active and inclusive community, a robust cultural and dining scene, hundreds of kilometers of hiking trails and natural beauty just minutes from the downtown core, and so much more. Join our diverse team of talented and ambitious staff who embody...

  • Job Id #3006: Customer Relationship Management

    2 weeks ago

    Hamilton, Ontario, Canada City of Hamilton Full time

    Contribute to the City of Hamilton, one of Canada's largest cities - home to a diverse and strong economy, an active and inclusive community, a robust cultural and dining scene, hundreds of kilometers of hiking trails and natural beauty just minutes from the downtown core, and so much more. Join our diverse team of talented and ambitious staff who embody our...

  • Career Development

    3 weeks ago

    Hamilton, Canada McMaster University Full time

    Schedule Monday - Friday, 8:30am - 4:30pm (Hybrid schedule) Education Level Bachelor's degree in a relevant field of study Career Level Requires 4 years of relevant experience. **UNIT/PROJECT DESCRIPTION**: The DeGroote’s Student Experience team supports all students at the DeGroote School of Business - MBA, BCom, specialized graduate programs and...

  • Career Development

    3 weeks ago

    Hamilton, Canada McMaster University Full time

    **Schedule** Monday - Friday, 8:30 am - 4:30 pm **Education Level** Bachelor's degree in a relevant field of study **Career Level** 4 years of relevant experience Unit/Project Description: The DeGroote’s Student Experience team supports all students at the DeGroote School of Business - MBA, BCom, specialized graduate programs and PhD students. As an...

  • Career Development

    3 weeks ago

    Hamilton, Canada McMaster University Full time

    Schedule Monday - Friday, 8:30am - 4:30pm (Hybrid schedule) Education Level Bachelor's degree in a relevant field of study. Career Level Requires 4 years of relevant experience. The DeGroote’s Student Experience team supports all students at the DeGroote School of Business - MBA, BCom, specialized graduate programs and PhD students. As an integrated...

  • Career Development

    2 weeks ago

    Hamilton, Canada McMaster University Full time

    Schedule Monday - Friday, 8:30am - 4:30pm (Hybrid schedule) Education Level Bachelor's degree in a relevant field of study. Career Level Requires 4 years of relevant experience. UNIT/PROJECT DESCRIPTION: The DeGroote’s Student Experience team supports all students at the DeGroote School of Business - MBA, BCom, specialized graduate programs and PhD...

  • Career Development

    7 days ago

    Hamilton, Canada McMaster University Full time

    Schedule Monday - Friday, 8:30am - 4:30pm (Hybrid schedule) Education Level Bachelor's degree in a relevant field of study Career Level 4 years of relevant experience Unit/Project Description: The DeGroote’s Student Experience team supports all students at the DeGroote School of Business - MBA, BCom, specialized graduate programs and PhD students. As...

  • Client Relationship Specialist

    4 weeks ago

    Hamilton, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...

  • Career Development

    7 days ago

    Hamilton, Canada McMaster University Full time

    -Schedule Monday - Friday, 8:30am - 4:30pm (Hybrid schedule) Education Level Bachelor's degree in a relevant field of study Career Level 4 years of relevant experience Duration upto 8 months Unit/Project Description: The DeGroote’s Student Experience team supports all students at the DeGroote School of Business - MBA, BCom, specialized graduate programs...

  • Career Development

    1 week ago

    Hamilton, Canada McMaster University Full time

    -Schedule Monday - Friday, 8:30am - 4:30pm (Hybrid schedule) Education Level Bachelor's degree in a relevant field of study Career Level 4 years of relevant experience Duration upto 10 months Unit/Project Description: The DeGroote’s Student Experience team supports all students at the DeGroote School of Business - MBA, BCom, specialized graduate programs...

  • Career Development

    4 days ago

    Hamilton, Canada McMaster University Full time

    **Schedule** Monday to Friday; 8:30 a.m. - 4:30 p.m. **Education Level** Bachelor's degree in a related field **Career Level** Requires 4 years of relevant experience **Unit/Project Description**: As the largest Faculty, with approximatley 8,000 undergraduate student, enrolled in 100+ undergraduate programs and 215+ faculty members, the Faculty of Science...

  • Career Development

    7 days ago

    Hamilton, Canada McMaster University Full time

    **Schedule** Monday to Friday; 8:30am-4:30pm **Education Level** Bachelor's degree in a related field **Career Level** Requires 4 years of relevant experience **Unit/Project Description**: As the largest Faculty, with approximatley 8,000 undergraduate student, enrolled in 100+ undergraduate programs and 215+ faculty members, the Faculty of Science is an...

  • Career Development

    3 weeks ago

    Hamilton, Canada McMaster University Full time

    **Schedule** Monday to Friday; 8:30am-4:30pm **Education Level** Bachelor's degree in a related field **Career Level** Requires 4 years of relevant experience **Unit/Project Description** As the largest Faculty, with approximatley 8,000 undergraduate student, enrolled in 100+ undergraduate programs and 215+ faculty members, the Faculty of Science is an...

  • Career Development

    7 days ago

    Hamilton, Canada McMaster University Full time

    **Schedule** Monday to Friday; 8:30am-4:30pm **Education Level** Bachelor's degree in a relevant field **Career Level** Requires 4 years of relevant experience **Unit/Project Description**: As the largest Faculty, with almost 8,000 undergraduate students, enrolled in 100+ undergraduate, programs, and 215+ faculty members, the Faculty of Science is an...

  • Client Relationship Associate Self Storage

    3 weeks ago

    Hamilton, Canada Green Storage Inc. Full time

    Join the Leading Green Storage Revolution Green Storage, a pioneer in the Canadian self-storage industry, is seeking a motivated and passionate professional to join our team as a Self Storage Client Relationship Associate. Since our establishment in 2014, we have been committed to providing eco-friendly and energy-efficient storage facilities throughout...