BMO U.S.

VP Relationship Manager, Religious Institutions

BMO U.S.

full-time

Posted on:

Location Type: Hybrid

Location: San Ramon • California • United States

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Salary

💰 $88,800 - $165,600 per year

Job Level

Lead

About the role

  • Responsible for retention and growth of an existing portfolio of specialty clients in the Religious non-profit sector
  • Travel up to 50% within territory
  • Develop new business by contacting prospects and clients
  • Analyze financial and related data to determine the needs of the client
  • Ensure proper documentation for loans and cash management services
  • Track implementation requests to keep the process on track with timelines

Requirements

  • Typically between 5 - 7 years of relevant experience
  • Post-secondary degree in related field of study or equivalent combination of education and experience
  • Deep knowledge and technical proficiency gained through extensive education and 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisdata analysiscash managementdocumentation management
Soft Skills
verbal communicationwritten communicationcollaborationteamworkanalytical skillsproblem solvinginfluencedata driven decision making