Relationship Manager Business Banking Professional

3 weeks ago


Pembroke, Canada BMO Full time

Job Summary

As a Relationship Manager in Business Banking, you will provide technical expertise to proactively assess credit risks and develop strategies for portfolio management. You will work closely with the team to analyze data, identify trends, and make recommendations for sound credit-granting practices in compliance with Bank policies and procedures.

Key Responsibilities

  • Identify prospective customers and refer them to appropriate personnel.
  • Develop internal and external networks to promote BMO's business growth.
  • Provide accurate information about business banking products and services.
  • Analyze data and information to provide insights and recommendations.
  • Design and produce regular and ad-hoc reports and dashboards.
  • Coordinate database management and ensure data integration in adherence with data governance standards.
  • Develop and execute business plans, including relationship management strategies, to achieve customer retention objectives.
  • Build client rapport and instill confidence to develop credibility and earn their trust as a relationship manager.
  • Follow security and safeguarding procedures and apply due diligence in accordance with Bank's policies and ethical standards.
  • Adhere to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.

Requirements

  • Typically between 4-6 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Successful completion of CMS Compass Program or equivalent knowledge and experience required.
  • Strong knowledge of business banking products, lending processes, and loan documentation.
  • Strong experience with customer sales and service.
  • Strong analytical and problem-solving skills, verbal and written communication skills, collaboration and team skills, influence skills, and data-driven decision-making skills.


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