Business Banking Relationship Manager

Bank of Montreal; Laval; On-site; CAD 56,000 - 104,000; Full time

Job summary

A leading financial institution in Laval seeks a dedicated Relationship Manager to cultivate and manage small business client relationships. The ideal candidate will have 4-6 years of experience, strong financial analysis skills, and expertise in business banking products. This full-time position offers a competitive salary range of $56,000 - $103,500, with a focus on client satisfaction and business growth.

Qualifications

• Typically between 4 - 6 years of relevant experience.
• Ability to interpret financial statements and assess creditworthiness.
• Strong knowledge of business banking products and lending processes.

Responsibilities

• Develop and execute sales strategies to attract new business clients.
• Generate appointments to grow business results through targeted efforts.
• Deliver exceptional customer service and build trust.

Skills

Strong financial analysis skills

Customer sales and service experience

Verbal & written communication skills

Collaboration & team skills

Analytical and problem solving skills

Problem solving

Education

Post-secondary degree in related field

Tools

Business Intelligence

Job description

Application Deadline : 10 / 02 / 2025

Address : 3225 St-Martin Ouest Blvd

Job Family Group : Commercial Sales & Service

Cultivates builds and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMOs market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction / portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.

Responsibilities

• 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 BMOs 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.
• Coordinates 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 programs.
• Executes work to deliver timely accurate and efficient service.
• Supports the development and promotion of a business / group program.
• Follows security and safeguarding procedures and applies due diligence in accordance with Banks 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 judgment 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.

Qualifications

• 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.
• 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.

Key Skills

• Business Intelligence
• Bidding
• Accounting And Auditing
• Account Development
• Architectural Design
• Content Development

Salary : $56000.00 - $103500.00

Pay Type : Salaried

Employment Type : Full-Time

Experience : years

Vacancy : 1