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Business Banking Relationship Manager

🕒 vor 1 Monat

🌽 Illinois – Remote

infoinfo

💵 $65.000 - $140.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

🗣️🇺🇸🇬🇧 Englisch erforderlich

Woher diese Stelle stammt

Veröffentlicht auf der Karriereseite von BMO, nicht über eine Jobbörse

Von Remote Rocketship zum ersten Mal gesehen vor 1 Monat

Noch offen auf der Website von BMO. Geprüft vor 7 Stunden.

Logo of BMO

BMO

10.000+ Mitarbeiter

🏦 Bankwesen

💸 Finanzen

🔥 Finanzierung im letzten Jahr

💰 €142.900.000 Post IPO debt im 2025-11

Banking • Finance

BMO ist die Bank of Montreal, eine große kanadische Finanzinstitution, die Privat- und Firmenkundengeschäfte in Kanada und den USA anbietet. Der bereitgestellte Websitetext hebt die getrennten kanadischen und US-amerikanischen Bankerfahrungen sowie den zweisprachigen (Englisch/Französisch) Support hervor, was auf eine verbraucherorientierte Bank hinweist, die Privatpersonen und Unternehmen in ganz Nordamerika bedient.

Beschreibung

• Cultivates, builds, and manages relationships with a portfolio of small business clients • Builds a pipeline of new business and increases BMO’s market share • Develops and executes sales strategies to attract new business clients and expand existing relationships • Develops internal and external networks and referral sources • Generates appointments and opportunities through targeted sales efforts • Develops and executes business plans and relationship management strategies • Identifies prospective customers and cross-sells products and services • Builds client rapport, credibility, and trust • Understands the local market and develops relationships with centres of influence • Delivers exceptional customer service and provides expertise, responsive service, and support • Expands wallet share within the assigned portfolio • Answers inquiries about business banking products and services • Understands customer needs and offers financial solutions • Resolves or escalates issues • Develops solutions and recommendations based on business strategy and stakeholder needs • Provides advice and guidance on solution implementation • Analyzes data and information to provide insights and recommendations • Monitors and tracks performance and addresses issues • Coordinates database management and ensures data governance alignment • Builds and executes change management plans and activities • Contributes to operational program planning and implementation • Executes work to deliver timely, accurate, and efficient service • Supports business/group program development and promotion • Follows security, safeguarding, risk management, and regulatory procedures • Maintains confidentiality of customer and Bank information • Identifies risks and takes appropriate actions to maintain operational integrity • Works independently on complex tasks and solves problems within established rules

🎯 Anforderungen

• Typically between 4 - 6 years of relevant experience • Post-secondary degree in related field of study or an equivalent combination of education and experience • Strong financial analysis skills • Ability to interpret financial statements • Ability to assess creditworthiness • Strong knowledge of business banking products • Knowledge of lending processes and loan documentation • Knowledge of supporting policies, procedures, and technologies • Strong experience with customer sales and service • Technical proficiency gained through education and/or business experience • In-depth verbal and written communication skills • In-depth collaboration and team skills • In-depth analytical and problem-solving skills • In-depth influence skills • In-depth data-driven decision-making skills

🏖️ Vorteile

• Performance-based incentives • Discretionary bonuses • Other perks and rewards • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Reasonable accommodations for individuals with disabilities

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