Overview
Relationship Manager – Equipment Finance Jobs in Vancouver – British Columbia at BMO
Title: Relationship Manager – Equipment Finance
Company: BMO
Location: Vancouver – British Columbia
Category: Finance & Banking
Address:595 Burrard Street Job Family Group:
Commercial Sales & Service 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 from key clients. 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 trouble shooting 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 banking relationships, plans for prospective clients.
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 documentations for loans and cash management services.
Reviews loan applications and cash management service agreements for completeness and accuracy.
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, portfolio considerations.
Follows up after closing to insure all documents are completed and filed.
Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post call information p…
