Vp Religious Institution Group Relationship Manager

VP Religious Institution Group Relationship ManagerLocation: Virtual, GA, USA, Virtual, SC, USA, Virtual, FL, USA
Time Type: Full time
Posted on: 11 Days Ago
Job Requisition ID: R********
Application Deadline: 12/19/2024
Address: VIRTUAL(R)10 - HomeRes - GA
Job Family Group: Commercial Sales & Service
We are seeking a Vice President level Relationship Manager (RM) in our Commercial Bank primarily covering the Southeast Religious Institution Group clients. The ideal candidate has 5+ years of experience and is able to travel within the territory: GA, FL, SC, and NC. The RM will be responsible for driving new client acquisition and growth in market share in this segment. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets.
Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory, and compliance policies.
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment, and cash management.Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.Applies deep expertise in bank products, processes, and systems and effectively troubleshoots to ensure a high-quality client experience.May coordinate closing with closing department, clients, and attorneys.Serves as a daily escalation resource to ensure client expectations are met or exceeded.Advises clients on loan products, options, rates, terms, and collateral requirements.May advise business clients on cash management/deposits solutions.Advises clients, where possible, on business management and other financial matters.Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities.Acts as the prime subject matter expert for internal/external stakeholders.Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.Monitors and tracks performance, and addresses any issues.Ensures proper documentation for loans and cash management services.Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.Evaluates and structures loan requests, determining appropriate documentation for approved loans.Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, and portfolio considerations.Follows up after closing to ensure all documents are completed and filed.Acts as daily sales contact for clients on sales-related questions such as product information, pricing, implementation timeframes, and requirements.Gathers data to advance the sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, and preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post-call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to the sales team to facilitate solutions to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical, and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.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.Salary: $87,000.00 - $161,400.00
Pay Type: Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
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. To view more details of our benefits, please visit: Total Rewards.
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As a member of the BMO team you are valued, respected, and heard, and you have more ways to grow and make an impact. 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.
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BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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About UsBMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing, and transforming how we work to drive performance and continue growing the good.
Who we are We're proud to be fueling growth and expanding possibilities for individuals, families, and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management, and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers. In Canada, the United States, and across the globe, we'll continue to build, invest, and transform to drive performance that serves the good that grows.

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