11 Sep
|
BMO
|
Abbotsford
Commercial Sales & Service
BMO’s Canadian Middle Market team empowers private companies and public sector organizations with a full suite of commercial banking solutions, including lending, treasury, cash management, and capital financing. As a gateway to BMO’s broader Commercial Bank, we connect clients to specialized expertise and tailored solutions across our integrated North American platform.
Serving organizations with revenues typically between $10MM and $40MM, our Relationship Managers act as trusted advisors and single points of contact, delivering strategic, industry-informed solutions that help businesses grow, adapt, and thrive.
Known for our solid client relationships, local market presence, and sector expertise, we create value through collaboration, innovation, and holistic advice. We continue to invest in our clients’ success through digital banking capabilities, sustainability-focused solutions, and comprehensive financial strategies that unlock new opportunities and drive long-term growth.
Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank’s risk management standards.
Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
Represents bank at industry forums and conferences, leveraging insights on trends, competition,
and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; Provides specialized consulting, analytical and technical support.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents),
laws and regulations.
7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Regulatory Compliance
Portfolio Management
Credit Risk Assessment
Project Management
Customer Service
Customer Relationship Building
Financial Analysis
Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Boldly
Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
Accommodations are available on request for candidates taking part in all aspects of the selection process.
📌 Senior Relationship Manager, Commercial Banking (Mid-Market) (Abbotsford)
🏢 BMO
📍 Abbotsford