BBSA Relationship Manager

🔥 0 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $51.8k - $95.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Delivers an exceptional customer experience for a defined portfolio of high risk, business purpose lending accounts by supporting the management and administration of the accounts. • Executes strategies to minimize the Bank’s loss exposure and effectively manage risks. • Develops rapport and instills confidence with clients in order to develop credibility and earn their trust as relationship manager. • Develops and maintains long-term, profitable relationships and expands share of wallet. • Sends out client communications, processes transactions and interacts with internal stakeholders to ensure customer needs are met. • Addresses the most complex escalated customer requests and transactions. • Contacts the customer to obtain the necessary information to manage their application (as required) ensuring the customer is aware at all times of the status/result of the present and future payments. • Executes established loss mitigation processes/procedures for the resolution of non-performing, high risk accounts. • 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. • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. • Helps determine business priorities and best sequence for execution of business/group strategy. • Conducts independent analysis and assessment to resolve strategic issues. • Collaborates with internal and external stakeholders in order to deliver on business objectives. • Breaks down strategic problems, and analyses data and information to provide insights and recommendations. • Monitors and tracks performance, and addresses any issues. • Provides input into the planning and implementation of operational programs. • Follows corporate policies, operating directives, laws and regulatory requirements. • Identifies opportunities to manage costs and increase effectiveness. Makes recommendations to improve BMO processes and systems. • Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements. • Supports the development and promotion of a business/group program. • Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. • Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. • Analyzes and assesses overall financial performance of accounts to reach informed recommendations and decisions. • Supports the development and monitoring of strategies and action plans; escalates as required. • Ensures all reporting, account entries, monitoring systems and other requirements are performed accurately and in a timely manner. • Develops and maintains awareness of regulatory environment, industry trends and best practices related to account management and collections practices.

🎯 Requirements

• 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. • Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. • Knowledge of banking products & services - In-depth. • Knowledge of industry trends and regulations - In-depth. • Knowledge of credit portfolio management policies & procedures, and financing guidelines - In-depth. • 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.

🏖️ Benefits

• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans