Senior Customer Relationship Manager

2 weeks ago


Vegreville, Canada BMO Full time
Transform Lives with BMO

BMO Financial Group's purpose is to boldly grow the good in business and life. We strive to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

A Rewarding Career at BMO

We're seeking a highly motivated Senior Customer Relationship Manager to join our team. As a key member of our branch and market team, you will be responsible for delivering exceptional service to BMO customers and prospects. You will identify customer needs and provide advice and guidance on financial solutions that are in their best interests.

About the Role
  • Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g., everyday banking, retail investments, lending solutions, home financing).
  • Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
  • Supports customer transactions needs based on customer traffic.
  • Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
  • Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
  • Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
What We Offer

We offer a competitive salary range of $35,700 - $66,100 per year, depending on location, skills, experience, education, and qualifications. Our total compensation package includes performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.


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