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Bank of Montreal

Runs Canadian and US banks for people and firms

Relationship Manager - Pac Rim Division

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • Seven or more 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.
  • A bachelor's degree is required; Business Administration, Finance, and Accounting are preferred. Another related discipline or commensurate work experience is considered.
  • For a Credit Qualifiable role, credit qualifications and associated credit knowledge and skills must meet the applicable credit portfolio requirements and qualification standards.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Advanced proficiency in product knowledge, regulatory compliance, deal structuring, portfolio management, credit risk assessment, project management, customer service, problem solving, negotiation, and customer relationship building.
  • Expert proficiency in financial analysis.
  • Experience working with Pacific Rim clients and understanding cross-border business needs and cultural nuances are strongly preferred.
  • Bilingual proficiency in Mandarin, Cantonese, Vietnamese, Korean, or Japanese is preferred.

Responsibilities

  • Build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets.
  • Facilitate Bank growth through business development and management of key client relationships, maintaining a continuous record of significant revenue generation from sales and syndications.
  • Act as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintain strong client relationships.
  • Structure complex deals and secure credit approvals, working with internal stakeholders and external partners to optimize revenue.
  • Develop new business by contacting prospects and clients, and cross-sell Bank products and services, including credit, trust/investment, and cash management.
  • Review loan applications and cash management service agreements for accuracy, completeness, and alignment with the bank's risk management standards.
  • Develop market strategies aligned with business goals, identify opportunities, and expand client portfolios.
  • Identify key market segments and leverage industry trends to drive business growth and expand the client base.
  • Represent the bank at industry forums and conferences, using insights on trends, competition, and emerging products to drive strategic decision-making.
  • Engage with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
  • Prepare reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
  • Build and maintain long-term relationships with high-value and strategic clients, provide strategic advice on financial solutions, and ensure exceptional service and partnership.
  • Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities.
  • Analyze market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
  • Work with internal teams and stakeholders to define products, solutions, and strategies that best fit clients' needs.
  • Identify share-of-wallet opportunities.
  • Use analysis tools to nurture and grow a portfolio that exceeds return-on-equity thresholds, and proactively evaluate client returns.
  • Ensure adherence to regulatory requirements, internal controls, and compliance policies in relationship-management activities, mitigating risk and maintaining service standards.
  • Provide specialized consulting, analytical, and technical support.
  • Exercise judgment to identify, diagnose, and solve problems within established rules.
  • Work independently and regularly handle non-routine situations.
  • Take measured risks while protecting the bank by applying the Risk Management Framework in line with the Risk Culture and approved Risk Appetite; make sound, risk-informed decisions aligned with business strategy, asset protection, applicable policies, laws, and regulations.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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