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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 U.S., nicht über eine Jobbörse

Von Remote Rocketship zum ersten Mal gesehen vor 1 Monat

Noch offen auf der Website von BMO U.S.. Geprüft vor 8 Stunden.

Logo of BMO U.S.

BMO U.S.

5001 - 10000 Mitarbeiter

🛡️ Versicherung

💼 Beratung

📦 Logistik

Insurance • Consulting • Logistics

Bei BMO ist Bankgeschäft unser persönliches Engagement, Menschen in jeder Phase ihres finanziellen Lebens zu unterstützen.

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 to achieve customer retention objectives • Identifies prospective customers and cross-sells additional products and services • Builds client rapport, credibility, and trust • Understands the local market and develops relationships with centres of influence • Provides expertise, responsive service, and support • 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 • Resolves or escalates issues • Develops solutions and recommendations based on business strategy and stakeholder needs • Provides advice and guidance on implementation of solutions • 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 leads or participates in change management activities • Supports operational program planning and implementation • Delivers timely, accurate, and efficient service • Supports business/group program development and promotion • Follows security, safeguarding, fraud prevention, anti-money laundering, and ethical procedures • Maintains confidentiality of customer and Bank information • Identifies risks and completes documentation and regulatory requirements • Makes sound, risk-informed decisions aligned with business strategy and applicable policies and laws

🎯 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, 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 • 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 • Ability to work within applicable laws, regulations, policies, standards, procedures, and risk frameworks

🏖️ Vorteile

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident insurance • 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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