Business Development Specialist

6 days ago

Kamloops, British Columbia, Canada BMO Financial Group Full time
About the Role

We are seeking a highly skilled and experienced Business Banking Specialist to join our team at BMO Financial Group. As a key member of our Commercial Sales & Service team, you will be responsible for providing technical expertise and advisory support to our clients, helping them to achieve their business goals and objectives.

Key Responsibilities
  • Provide proactive credit analysis, structuring, and pricing expertise to clients, ensuring that their financial needs are met and their risk is managed effectively.
  • Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions to meet their requirements.
  • Collaborate with internal stakeholders to provide insights and recommendations on credit and risk strategies, policies, and appetite.
  • Identify and recommend corrective action plans to address deficiencies and improve credit and risk management practices.
  • Make credit and pricing decisions and recommendations in accordance with sound credit-granting principles and Bank policies and procedures.
  • Develop and maintain internal and external networks and referral sources to ensure ongoing growth of BMO's business.
  • Provide accurate information about business banking products and services to clients and internal stakeholders.
  • Respond to information requests and follow established protocols to ensure timely and accurate service.
  • Resolve or escalate issues as necessary to ensure client satisfaction and Bank reputation.
  • Develop and maintain long-term, profitable relationships with clients, expanding BMO's wallet share within the assigned portfolio.
  • Break down strategic problems, analyze data and information, and provide insights and recommendations to clients and internal stakeholders.
  • Monitor and track performance, addressing any issues and implementing corrective action plans as necessary.
  • Design and produce regular and ad-hoc reports and dashboards to support business decision-making.
  • Coordinate the management of databases, ensuring alignment and integration of data in adherence with data governance standards.
  • Build change management plans of varying scope and type, leading or participating in a variety of change management activities.
  • Provide advice and support with a focus on unique and complex credit transactions, providing day-to-day technical support for team members.
  • Independently examine credit transactions and related reporting for adherence to transactional policies and procedures.
  • Develop risk profiles, credit structuring of lending proposals, and complete credit investigations.
  • Examine individual transactions for the designated portfolio and aggregate portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.
  • Understand customer needs and offer financial solutions that meet customer goals.
  • Recommend and implement solutions based on analysis of issues and implications for the business.
  • Deliver exceptional customer service to build trust by providing expertise, responsive service, and support.
  • Assist in the development of strategic plans.
  • Identify emerging issues and trends to inform decision-making.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provide input into the planning and implementation of operational programs.
  • Provide advice and guidance to assigned business/group on implementation of solutions.
  • Ensure alignment between stakeholders.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Help determine business priorities and best sequence for execution of business/group strategy.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Execute work to deliver timely, accurate, and efficient service.
  • Develop, maintain, and execute a business plan, including relationship management strategies, to achieve customer retention objectives.
  • Develop client rapport and instil confidence to develop credibility and earn their trust as relationship manager.
  • Identify business needs, design/develop tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.
  • Follow security and safeguarding procedures and apply 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.
  • Adhere to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
  • Maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identify risks and take appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broad work or accountabilities may be assigned as needed.
Qualifications
  • Typically between 4 - 6 years of relevant experience and post-secondary degree in 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, and supporting policies, procedures, and technologies.
  • Strong experience with customer sales and service.
  • Technical proficiency gained through education and/or 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.
Compensation

The salary range for this position is $51, $96,500.00 per year, with a pay type of Salaried. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://www.bmo.com/en/careers/benefits

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