FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced proficiency in Relationship Management, Credit Risk Assessment, and Regulatory Compliance, while effectively structuring deals and managing client portfolios to drive business growth. Capable of analyzing market trends and leveraging industry knowledge to enhance client satisfaction and achieve sales metrics.
Highest-signal resume keywords
Relationship ManagementCredit Risk AssessmentRegulatory CompliancePortfolio ManagementFinancial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product KnowledgeStructuring DealsProject ManagementCustomer ServiceProblem SolvingNegotiationClient Relationship Building
Soft Skills
Conflict ResolutionJudgmentIndependent Work
Industry Keywords
Business DevelopmentMarket StrategiesClient PortfoliosRisk Management FrameworkCross-Selling
About the role
Key responsibilities & impact- Facilitate growth for BMO through business development and management of key client relationships
- Act as an escalation point for complex client issues and resolve conflicts
- Structure complex deals and secure credit approvals with internal stakeholders and external partners
- Develop new business by contacting prospects and clients and cross-selling credit, trust/investment and cash management products and services
- Review loan applications and cash management service agreements for accuracy, completeness and alignment with risk management standards
- Develop market strategies, identify opportunities and expand client portfolios
- Identify key market segments and leverage industry trends to drive business growth
- Represent the bank at industry forums and conferences
- Engage senior leadership and cross-functional teams to align strategies and address client needs
- Prepare reports on team performance, client satisfaction and market trends for senior executives
- Build and maintain relationships with high-value and strategic clients
- Negotiate high-value transactions and identify cross-selling opportunities
- Analyze market trends, client industry developments and competitive positioning
- Define products, solutions and strategies with internal teams and stakeholders
- Identify share-of-wallet opportunities
- Nurture and grow portfolios that exceed ROE thresholds and proactively evaluate client returns
- Ensure adherence to regulatory requirements, internal controls and compliance policies
- Provide specialized consulting, analytical and technical support
- Exercise judgment to diagnose and solve problems
- Work independently and handle non-routine situations
- Apply BMO’s Risk Management Framework, Risk Culture and approved Risk Appetite in role execution
Requirements
What you’ll need- 7+ 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
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
- Any other related discipline or commensurate work experience considered
- Deep knowledge and technical proficiency gained through extensive education and business experience
- Advanced proficiency in Product Knowledge
- Advanced proficiency in Regulatory Compliance
- Advanced proficiency in Structuring Deals
- Advanced proficiency in Portfolio Management
- Advanced proficiency in Credit Risk Assessment
- Advanced proficiency in Project Management
- Advanced proficiency in Customer Service
- Advanced proficiency in Problem Solving
- Advanced proficiency in Negotiation
- Advanced proficiency in Customer Relationship Building
- Expert proficiency in Financial Analysis
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Reasonable accommodations for individuals with disabilities