- Leads and executes business development plans to that business goals are achieved or exceeded.
- Provides strategic input into business decisions as a trusted advisor.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- Acts as a subject matter expert on relevant regulations and policies.
- Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
- Conducts independent analysis and assessment to resolve strategic issues.
- Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
- Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
- May network with industry contacts to gain competitive insights and best practices.
- Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
- Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Manages the risk of the assigned complex portfolio in a timely and precise manner.
- Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
- Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.
- Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
- 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.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed. Qualifications:
- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. MBA and/or CPA designation would be an asset.
- If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
- Demonstrated history of successful business development, including ability to network in external markets
- Demonstrated knowledge of relevant industry verticals and market's competitive environment
- Experience in contact negotiations with both clients and legal counsel
- Experience drafting responses to complex RFPs
- Experience with Sales Strategy and Sales referral process development
- Risk Management - In-depth
- Sales and Service Management -In-depth
- Relationship Management - In-depth
- Change Leadership - Working
- Conflict Management & Resolution -In-depth
- Resource Planning - Working
- Business Acumen - In-depth
- Financial and Working Capital Understanding - In-depth
- Strategic Thinking - Working
- Seasoned professional with a combination of education, experience and industry knowledge.
- Verbal & written communication skills - In-depth / Expert.
- Analytical and problem solving skills - In-depth / Expert.
- Influence skills - In-depth / Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
- Able to manage ambiguity.
- Data driven decision making - In-depth / Expert.
-
Relationship Manager
2 weeks ago
Aviso Wealth Vancouver, Canada**Aviso Wealth**: · **The Opportunity**: · We're looking for a Relationship Manager to join our Correspondence and Institutional team. · Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is conside ...
-
Relationship Manager
3 weeks ago
BC Hydro Vancouver, Canada**A workplace powered by you** · At BC Hydro, we're working towards creating a cleaner and more sustainable future for all British Columbians and need · people like you to help us. A career at BC Hydro is meaningful and provides you the opportunity to be part of a talented, · inc ...
-
Relationship Manager
3 weeks ago
Coast Capital Savings Vancouver, CanadaAs a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want. It's what we've been doing for over 80 years, and it's why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgete ...
-
Relationship Manager
1 week ago
BC Hydro Vancouver, CanadaPowered by water... and by people like you · Providing clean electricity to 4 million customers takes a diverse workforce and that's where you come · in. We need your talent to help us build major projects to meet growing demand. To help our · customers find clean energy solution ...
-
Relationship Manager
2 weeks ago
BMO Financial Group Vancouver, Canada595 Burrard Street Vancouver British Columbia,V7X 1L7 · 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 ...
-
Relationship Manager
1 week ago
TD Bank Vancouver, Canada**TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · TD Commercial Banking services the unique needs of Canadian businesses, customizing a broad range of products. As part of the Commercial Banking team the ...
-
Relationship Manager
1 day ago
TMX Group Limited Vancouver, CanadaVenture outside the ordinary - TMX Careers · The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functi ...
-
Relationship Manager
1 day ago
VirgoCX Inc Vancouver, Canada**About Virgo Group** · Founded in 2021, Virgo Group of Companies is committed to delivering commission-free cryptocurrency trading services globally. Our diverse business lines include VirgoCX, VirgoCX Wealth, Virgo Wealth, and Virgo Digital Asset Management, providing exception ...
-
Relationship Manager
3 days ago
VirgoCX Inc Vancouver, Canada**About Virgo Group** · Founded in 2021, Virgo Group of Companies is committed to delivering commission-free cryptocurrency trading services globally. Our diverse business lines include VirgoCX, VirgoCX Wealth, Virgo Wealth, and Virgo Digital Asset Management, providing exception ...
-
Premier Relationship Manager
1 week ago
HSBC Vancouver, Canada-Job description · Opening up a world of opportunity. · HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our out ...
-
Premier Relationship Manager
2 weeks ago
HSBC Vancouver, CanadaOpening up a world of opportunity. · HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our outstanding expertise, ...
-
Client Relationship Manager
2 weeks ago
iA Groupe financier / iA Financial Group Vancouver, CanadaGroup Insurance Sales & Services/Vancouver, Calgary, Toronto, Montreal, Halifax/12-month contract with possibility of permanency/Desired start date: As soon as possible_ · Are you known for your service mentality, your ability to establish good business relationships, your commit ...
-
Relationship Manager, Commerical
3 weeks ago
CWB Financial Group Vancouver, CanadaAt · CWB · , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: · - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as i ...
-
Vendor Relationship Manager
3 weeks ago
TELUS Vancouver, Canada**Join our team** · The Direct-To-Consumer (D2C) channel team is a fast-paced and high performing residential sales team that is at the forefront of innovation for TELUS' go-to-market strategy. · We are a team empowered to make decisions, develop strategies, and drive results as ...
-
Business Relationship Manager
1 week ago
TransLink Metro Vancouver Regional District, Canada**Marketing Statement**: · A career at TransLink and our family of companies means working with people with a wide range of skills and perspectives, all teaming up towards a common goal: preserving and enhancing the region's world-envied quality of life. Together, we connect the ...
-
Client Relationship Manager
3 weeks ago
Dyrand Systems Vancouver, CanadaDyrand Systems Inc. is an established IT Managed Services Provider with clients throughout Canada and the USA. We provide our clients a virtual IT department that gives them a team of specialists that monitor and manage their networks and systems 24/7/365. Dyrand has created a un ...
-
Client Relationship Manager
2 weeks ago
Dyrand Systems Vancouver, CanadaDyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team comes to work every day with that mission in mind, think ...
-
Client Relationship Manager
1 week ago
Dyrand Systems Vancouver, Canada**Looking for a Brighter Future? Join Our Team**: · Dyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team come ...
-
Client Relationship Manager
2 weeks ago
Raymond James Ltd Vancouver, Canada_At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_. · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking custom ...
-
Client Relationship Manager
2 weeks ago
Dyrand Systems Vancouver, CanadaDyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team comes to work every day with that mission in mind, think ...
Senior Relationship Manager - Vancouver, BC, Canada - BMO
Description
Application Deadline:
04/13/2024 Address:595 Burrard Street Job Family Group: Commercial Sales & Service As a Senior Relationship Manager, you will be supporting our Dealer Finance Commercial banking team on complex lending while focusing on relationship management and business development for our BC region. This role collaborates with various regions such as Cash Management, Private Wealth, and other Commercial Banking partners. Please note this is a hybrid opportunity and requires working at our office in Vancouver, BC on a regular basis. 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.