BMO U.S.

Senior Relationship Manager

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Montreal • Canada

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Salary

💰 CA$86,000 - CA$160,000 per year

Job Level

Senior

About the role

  • Generates new business opportunities with existing and new clients
  • Participates in Bank and community activities to increase brand visibility
  • Leads the development and delivery of customized lending proposals
  • Coordinates and negotiates transactions with internal and external stakeholders
  • Acts as the main point of client contact
  • Consults with internal and external stakeholders to complete client requests
  • Collaborates in financial analysis and risk assessment of customers
  • Facilitates working sessions with clients and internal stakeholders
  • Makes credit/lending decisions and recommendations
  • Ensures ongoing monitoring and management of assigned portfolio of accounts
  • Collaborates with deal team and other supporting resources

Requirements

  • Typically 7+ years of relevant experience
  • Post-secondary degree in related field of study or equivalent combination of education and experience
  • Credit qualifications and credit knowledge
  • Demonstrated history of successful business development
  • Experience in contract negotiations
  • Experience with sales strategy and sales referral process development
  • In-depth risk management
  • In-depth sales and service management
  • In-depth relationship management
  • Working change leadership
  • Working resource planning
  • In-depth business acumen
  • In-depth financial understanding
  • Working strategic thinking
  • Verbal & written communication skills - In-depth / Expert
  • Analytical and problem-solving skills - In-depth / Expert
  • Influence skills - In-depth / Expert
  • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
  • Data-driven decision making - In-depth / Expert
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
credit qualificationscredit knowledgefinancial analysisrisk assessmentbusiness developmentcontract negotiationssales strategysales referral processdata-driven decision makingportfolio management
Soft Skills
verbal communicationwritten communicationanalytical skillsproblem-solving skillsinfluence skillscollaboration skillsteam skillsrelationship managementstrategic thinkingchange leadership