Senior Relationship Business Developer

1 week ago

Lethbridge, Alberta, Canada BMO Full time
About BMO

BMO Financial Group is a leader in the financial industry, dedicated to providing innovative solutions for individuals and businesses. Our team of experts is committed to creating lasting, positive change through bold initiatives.

Salary and Benefits

The salary range for this position is $64,600 - $119,700 per year, with performance-based incentives and discretionary bonuses included in our comprehensive compensation package. Additionally, we offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Job DescriptionMain Responsibilities

We are seeking a Senior Relationship Business Developer to join our Commercial Sales & Service team. In this role, you will be responsible for facilitating growth initiatives through significant business development and excellent management of key client relationships. Your expertise in bank products, processes, and systems will ensure a high-quality client experience.

  • Develop new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment, and cash management.
  • Participate and provide leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.
  • Apply 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.
  • Serve as a daily escalation resource to ensure client expectations are met or exceeded.
  • Advise 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.
  • Develop and manage Commercial banking relationships, plans for prospective clients;
  • may include focused calling and pipeline management activities.
  • Act as the prime subject matter expert for internal/external stakeholders.
  • Provide oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
  • Analyze financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
  • Monitor and track performance, and addresses any issues.
  • Ensure proper documentation for loans and cash management services.
  • Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
  • Evaluate and structure loan requests, determining appropriate documentation for Approved loans.
  • Negotiate terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
  • Ensure extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
  • Follow up after closing to insure all documents are completed and filed.
  • Act as daily sales contact for clients on sales-related questions such as product information, pricing, implementation timeframes, and requirements.
  • Gather data to advance sale process and completes all required documentation.
  • Assist team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
  • Track implementation requests to keep the process on track with timelines.
  • Track Internal reports and recommends improvements to sales support materials based on findings and feedback.
  • Compile 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.
  • Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Maintain current client information on Bank system/files to ensure client history is accurate and complete.
  • Ensure accurate billing to clients.
Qualifications

To be successful in this role, you will require:

  • 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.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
  • 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.

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