Jobs
>
San Francisco

    Senior Commercial Relationship Manager - San Francisco, United States - Bank of Montreal

    Bank of Montreal
    Bank of Montreal San Francisco, United States

    1 week ago

    Default job background
    Description
    Senior Commercial Relationship Manager page is loaded

    Senior Commercial Relationship Manager

    Apply

    locations

    San Francisco, CA, USA

    time type

    Full time

    posted on

    Posted 4 Days Ago

    job requisition id

    R


    Application Deadline:

    05/16/2024 Address:
    180 Montgomery St


    Job Family Group:
    Commercial Sales & Service We are seeking a Senior Relationship Manager primarily covering the San Francisco Market.

    The ideal candidate has 7+ years of experience calling on middle market companies generating $10 - $50MM+ revenue and has established relationships with customers, COIs, and key stakeholders.

    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 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 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 documentations 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, portfolio considerations.
    Follows up after closing to insure 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 sale process and completes all required documentation.

    Assists team in pre-sales activities such as pitch preparation, client research, 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 sales team to facilitate solution 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 - 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.

    Compensation and Benefits:
    $87, $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 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:

    Equal Employment Opportunity Statement
    BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer.

    We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected.

    characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
    We're here to help
    At BMO we are driven by a shared Purpose: 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.

    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.

    To find out more visit us at

    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.

    Note to Recruiters:
    BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Similar Jobs (1)

    VP or Director - Commercial Banking Relationship Manager

    locations

    San Francisco, CA, USA

    time type

    Full time

    posted on

    Posted 13 Days Ago
    BMO 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.

    #J-18808-Ljbffr
  • Fidelity Investments

    Relationship Manager

    3 days ago

    Fidelity Investments Palo Alto, United States

    **Relationship Manager**: · As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationsh ...

  • NodeFlair

    Relationship Manager

    1 week ago

    NodeFlair San Francisco, United States

    Job Description: · OverviewThe Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client base, with the goal ...

  • NodeFlair

    Relationship Manager

    3 days ago

    NodeFlair San Francisco, United States

    Job Description · Job DescriptionOverview · The Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client bas ...

  • BANK OF MARIN

    Relationship Manager

    3 days ago

    BANK OF MARIN San Francisco, United States

    Job Description · Job DescriptionBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Relationship Manager to join our Commercial Banking Office in San Francisco. · The Relationship Manager is responsible for th ...

  • Arc Technologies

    Relationship Manager

    4 days ago

    Arc Technologies San Francisco, United States Full time

    Arc is the future of startup finance. · Are you passionate about revolutionizing startup banking and empowering founders to manage, run, and grow their businesses with confidence? · Join Arc as we redefine the financial landscape for startups. · We're on a mission to provide foun ...

  • NodeFlair

    Relationship Manager

    20 hours ago

    NodeFlair San Francisco, United States

    Overview · The Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client base, with the goal to up-sell the f ...

  • PNC Financial Services Group

    Relationship Manager I

    6 days ago

    PNC Financial Services Group Walnut Creek, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Citi

    VP, Relationship Manager

    3 days ago

    Citi San Francisco, CA, United States Full time

    We are seeking a Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging growth com ...

  • Citi

    SVP, Relationship Manager

    1 week ago

    Citi San Francisco, CA, United States Full time

    We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging gro ...

  • Tripoint Search

    Client Relationship Manager

    1 day ago

    Tripoint Search San Francisco, United States

    Location: San Francisco, California · Type: Direct Hire · Job #592 · Salary: $140,000 · Position: · Client Relationship Manager · Location: · San Francisco, CA | Washington, D.C. | New York, NY | Seattle, WA | Santa Monica, CA · Compensation: · Base salary up to $160,000 plu ...

  • Unavailable

    Business Relationship Manager

    1 week ago

    Unavailable San Francisco, United States

    Introduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

  • East West Bank

    Business Relationship Manager

    1 week ago

    East West Bank San Francisco, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...

  • Ernest

    Client Relationship Manager

    1 week ago

    Ernest West Valley City, United States

    Ernest is currently in search of a Client Relationship Manager (outside B2B sales) for our division located in Salt Lake City, UT. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. · For ...

  • PNC Financial Services Group

    Relationship Manager I

    1 week ago

    PNC Financial Services Group San Francisco, United States

    Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...

  • Bank of Montreal

    Relationship Management Associate

    1 week ago

    Bank of Montreal San Francisco, United States

    Application Deadline: · 05/05/2024 · Address: · 180 Montgomery St. · Job Family Group: · Commercial Sales & Service · We are seeking an Associate in our Diversified Industries Group located in the San Francisco Bay Area to support our new client acquisition efforts as we ex ...

  • Bank of America

    Sr. Relationship Manager

    1 week ago

    Bank of America San Francisco, CA, United States

    Relationship Manager – Global Commercial Banking - For Profit Healthcare page is loaded Sr. Relationship Manager – Global Commercial Banking - For Profit Healthcare · Apply locations San Francisco time type Full time posted on Posted 7 Days Ago job requisition id Job Description ...

  • Citi

    Relationship Manager, VP

    1 week ago

    Citi San Francisco, CA, United States

    The Relationship Manager will be reporting into the Digital, Tech & Comms (DT&C) segment within Citi's Commercial Bank and will be focused on banking privately held emerging-growth software companies that are VC-backed (Series A or later-stage) US-headquartered companies with rev ...

  • HSBC

    Director, Relationship Manager

    2 weeks ago

    HSBC San Francisco, CA, United States

    Job description · #LI-DL2 #HSBCUSA · HSBC Innovation Banking · We support the builders, forward-thinkers, future-makers and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, ...

  • Citigroup Inc

    Wealth Relationship Manager

    1 week ago

    Citigroup Inc San Francisco, United States

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matt ...

  • Citigroup

    SVP, Relationship Manager

    1 week ago

    Citigroup San Francisco, CA, United States

    We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging gro ...