Business Banking Relationship Manager

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

BMO is driven by a

Purpose:

To Boldly Grow the Good in Business and Life.

• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Understands the local market and proactively develops relationships with centres of influence.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Develops and maintains long‑term profitable relationships and expands wallet share within the assigned portfolio.
• Answers inquiries and provides accurate information about business banking products and services.
• Understands customer needs and offers financial solutions that meet customer goals.
• Resolves or escalates issues.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Co‑ordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Builds change‑management plans of varying scope and type; leads or participates in a variety of change‑management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Provides input into the planning and implementation of operational programmes.
• Executes work to deliver timely, accurate and efficient service.
• Supports the development and promotion of a business/group programme.
• Follows security and safeguarding procedures and applies 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.
• Maintains the confidentiality of customer and bank information in compliance with bank policies and procedures.
• Identifies risks and takes 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 judgement to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

• Typically between 4–6 years of relevant experience and a post‑secondary degree in a related field of study or an equivalent combination of education and experience.
• Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness and provide actionable insights to drive business growth and mitigate risk.
• 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.

$57,500.00 – $

Salaried

The above represents BMO Financial…