Senior Client Relationship Executive

3 weeks ago

Woodstock, Ontario, Canada BMO Full time

Position Overview:

As a Senior Client Relationship Executive, you will play a pivotal role in driving growth initiatives for BMO through exceptional business development and management of key client partnerships. Your focus will be on maintaining a strong track record of revenue generation through sales and syndications while ensuring compliance with internal control standards.

Key Responsibilities:

  • Identify and cultivate new business opportunities by engaging with prospects and existing clients, promoting a diverse range of Bank products and services including credit, investment, and cash management solutions.
  • Lead and participate in community and Bank initiatives to enhance brand visibility and create new business prospects.
  • Utilize your in-depth knowledge of banking products and processes to troubleshoot issues and ensure a superior client experience.
  • Coordinate with various departments, clients, and legal representatives to facilitate smooth transaction closings.
  • Act as a primary resource for client escalations, ensuring that expectations are consistently met or exceeded.
  • Provide expert advice to clients regarding loan products, options, rates, terms, and collateral requirements.
  • Advise business clients on effective cash management and deposit solutions.
  • Offer insights on business management and financial matters to clients when applicable.
  • Develop and nurture commercial banking relationships, including strategic planning for prospective clients.
  • Serve as the subject matter expert for both internal and external stakeholders.
  • Monitor and report on compliance and regulatory requirements specific to your assigned business group.
  • Analyze financial data to assess client needs and structure appropriate banking solutions.
  • Track performance metrics and proactively address any emerging issues.
  • Ensure all documentation related to loans and cash management services is accurate and complete.
  • Review loan applications and service agreements for thoroughness and accuracy, submitting them for timely processing.
  • Evaluate and structure loan requests, determining necessary documentation for approved loans.
  • Negotiate terms for credit and cash management services, including costs and repayment methods.
  • Ensure compliance with corporate policies and pricing guidelines in extending credit and delivering services.
  • Follow up post-closing to ensure all documentation is finalized and properly filed.
  • Act as the primary sales contact for clients, addressing inquiries related to products, pricing, and implementation.
  • Compile data to support the sales process and complete all necessary documentation.
  • Assist the team with pre-sales activities, including client research and preparation of necessary files.
  • Monitor implementation requests to ensure adherence to timelines.
  • Analyze internal reports and recommend enhancements to sales support materials based on findings.
  • Gather and provide research and data to the sales team to address client needs effectively.
  • Support sales and service administration to ensure a seamless client experience and identify opportunities.
  • Maintain accurate client information within Bank systems to ensure comprehensive client history.
  • Ensure precise billing processes for clients.
  • Focus primarily on the business/group within BMO, with potential for broader enterprise-wide responsibilities.
  • Provide specialized consulting and analytical support to enhance client relationships.
  • Utilize sound judgment to identify and resolve issues within established guidelines.
  • Work independently and manage non-routine situations effectively.

Qualifications:

  • Typically requires 5-7 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • For Credit Qualifiable positions, must meet established credit qualifications and possess relevant knowledge and skills.
  • Demonstrated deep knowledge and technical proficiency gained through extensive education and business experience.
  • Exceptional verbal and written communication skills.
  • Strong collaboration and teamwork abilities.
  • Advanced analytical and problem-solving skills.
  • Influential skills with the ability to drive decisions based on data.

Compensation and Benefits:

Competitive salary structure based on experience, skills, and qualifications.

BMO offers a comprehensive benefits package, including health insurance, retirement savings plans, and performance-based incentives.

Commitment to Inclusion:

BMO is dedicated to fostering an inclusive and equitable workplace. We believe that learning from each other's differences strengthens our organization. Accommodations are available upon request for candidates participating in the selection process.

  • Senior Client Relationship Executive

    3 weeks ago

    Woodstock, Ontario, Canada BMO Full time

    Position Overview:The Senior Relationship Manager plays a pivotal role in driving growth initiatives for the organization through effective business development and exceptional management of key client relationships. This position is essential for maintaining a consistent record of significant revenue generation through sales and syndications while ensuring...

  • Senior Client Relationship Executive

    3 weeks ago

    Woodstock, Ontario, Canada BMO Full time

    Position Overview:As a pivotal member of the Commercial Sales & Service team, you will drive growth initiatives for the organization through exceptional business development and management of key client partnerships. Your expertise will contribute to maintaining a robust record of revenue generation through sales and syndications while ensuring compliance...

  • Executive Vice President of Operations and Strategy

    4 days ago

    Woodstock, Ontario, Canada ALHFAM LLC Full time

    About the PositionThe Executive Vice President will serve as a key member of the museum's executive leadership team, providing strategic direction and oversight for the organization's operations and programs. This is a critical role that requires a seasoned leader with a proven track record of success in managing complex organizations and driving growth.Key...

  • Executive Vice President of Operations and Strategy

    6 days ago

    Woodstock, Ontario, Canada ALHFAM LLC Full time

    About the PositionThe Executive Vice President will serve as a key member of the museum's executive leadership team, providing strategic direction and oversight for the organization's operations and programs. This is a critical role that requires a seasoned leader with a proven track record of success in managing complex organizations and driving growth.Key...

  • Regional Sales Executive

    3 weeks ago

    Woodstock, Ontario, Canada Accoravillage Full time $80,000 - $90,000

    We are seeking a Regional Sales Executive to join our team. Are you passionate about empowering businesses and fostering growth? If you are a self-motivated, people-centric individual eager for a rewarding challenge, this opportunity is for you. Key Responsibilities: As a Regional Sales Executive, your primary focus will be on promoting our services to...

  • Executive Chef

    4 days ago

    Woodstock, Ontario, Canada 615163 NB Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at 615163 NB Inc. As a key member of our culinary team, you will be responsible for leading the preparation and presentation of our menu items, ensuring exceptional quality and presentation standards.Key ResponsibilitiesMenu Planning and ExecutionDevelop and...

  • Executive Chef

    4 days ago

    Woodstock, Ontario, Canada 615163 NB Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at 615163 NB Inc. As a key member of our culinary team, you will be responsible for leading the preparation and presentation of our menu items, ensuring exceptional quality and presentation standards.Key ResponsibilitiesMenu Planning and ExecutionDevelop and...

  • Executive Chef

    7 hours ago

    Woodstock, Ontario, Canada 615163 NB Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at 615163 NB Inc. As a key member of our culinary team, you will be responsible for leading the preparation and presentation of our menu items, ensuring exceptional quality and presentation standards.Key ResponsibilitiesMenu Planning and ExecutionDevelop and...

  • Executive Chef

    10 hours ago

    Woodstock, Ontario, Canada 615163 NB Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at 615163 NB Inc. As a key member of our culinary team, you will be responsible for leading the preparation and presentation of our menu items, ensuring exceptional quality and presentation standards.Key ResponsibilitiesMenu Planning and ExecutionDevelop and...

  • Executive Chef

    13 hours ago

    Woodstock, Ontario, Canada 615163 NB Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at 615163 NB Inc. As a key member of our culinary team, you will be responsible for leading the preparation and presentation of our menu items, ensuring exceptional quality and consistency in every dish.Key ResponsibilitiesMenu Planning and ExecutionDevelop and...

  • Executive Chef

    1 day ago

    Woodstock, Ontario, Canada 615163 NB Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at 615163 NB Inc. As a key member of our culinary team, you will be responsible for leading the preparation and presentation of our menu items, ensuring exceptional quality and consistency in every dish.Key ResponsibilitiesMenu Planning and ExecutionDevelop and...

  • Executive Director, Sales

    12 hours ago

    Woodstock, Ontario, Canada HUMBLE TRUCK & TRAILER REPAIR INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director, Sales to join our team at HUMBLE TRUCK & TRAILER REPAIR INC. as a key member of our leadership team.Key ResponsibilitiesStrategic Planning: Develop and implement sales strategies to drive business growth and revenue expansion.Team Leadership: Lead and manage a team of sales...

  • Executive Director, Sales

    9 hours ago

    Woodstock, Ontario, Canada HUMBLE TRUCK & TRAILER REPAIR INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director, Sales to join our team at HUMBLE TRUCK & TRAILER REPAIR INC. as a key member of our leadership team.Key ResponsibilitiesStrategic Planning: Develop and implement sales strategies to drive business growth and revenue expansion.Team Leadership: Lead and manage a team of sales...

  • Executive Director, Sales

    3 days ago

    Woodstock, Ontario, Canada HUMBLE TRUCK & TRAILER REPAIR INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director, Sales to join our team at Humble Truck & Trailer Repair Inc. As a key member of our leadership team, you will be responsible for driving sales growth and revenue expansion.Key ResponsibilitiesStrategic Planning: Develop and implement sales strategies to achieve business...

  • Executive Director, Sales

    3 days ago

    Woodstock, Ontario, Canada HUMBLE TRUCK & TRAILER REPAIR INC. Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director, Sales to join our team at Humble Truck & Trailer Repair Inc. As a key member of our leadership team, you will be responsible for driving sales growth and revenue expansion.Key ResponsibilitiesStrategic Planning: Develop and implement sales strategies to achieve business...

  • Executive Director, Sales

    4 days ago

    Woodstock, Ontario, Canada HUMBLE TRUCK & TRAILER REPAIR INC. Full time

    About the RoleHUMBLE TRUCK & TRAILER REPAIR INC. is seeking a highly skilled and experienced Executive Director, Sales to join our team. As a key member of our leadership team, you will be responsible for driving sales growth and revenue expansion.Key ResponsibilitiesStrategic Planning: Develop and implement sales strategies to achieve business objectives...

  • Executive Director, Sales

    4 days ago

    Woodstock, Ontario, Canada HUMBLE TRUCK & TRAILER REPAIR INC. Full time

    About the RoleHUMBLE TRUCK & TRAILER REPAIR INC. is seeking a highly skilled and experienced Executive Director, Sales to join our team. As a key member of our leadership team, you will be responsible for driving sales growth and revenue expansion.Key ResponsibilitiesStrategic Planning: Develop and implement sales strategies to achieve business objectives...

  • Executive Chef

    4 days ago

    Woodstock, Ontario, Canada 2346001 Ontario Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at 2346001 Ontario Inc. as a Chef de Partie.Key ResponsibilitiesPrepare and cook food on a regular basis, or for special guests or functions, ensuring high-quality dishes that meet our company's standards.Develop and implement new recipes and menus to enhance our...

  • Executive Chef

    4 days ago

    Woodstock, Ontario, Canada 2346001 Ontario Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef to join our team at 2346001 Ontario Inc. as a Chef de Partie.Key ResponsibilitiesPrepare and cook food on a regular basis, or for special guests or functions, ensuring high-quality dishes that meet our company's standards.Develop and implement new recipes and menus to enhance our...

  • Executive Vice President

    4 days ago

    Woodstock, Ontario, Canada ALHFAM LLC Full time

    About the PositionThe Executive Vice President is a key leadership role at ALHFAM LLC, responsible for driving strategic growth and development across the organization. This position will play a critical role in shaping the future direction of the company, developing and implementing strategies to achieve business objectives, and overseeing the execution of...