Pacific Rim Commercial Banking Relationship Manager
Bank of the West
- City of Industry, CA
- $67,200-124,800 per year
- Permanent
- Full-time
- Provides support for pre-sales sales activities such as presentations, bids/proposals, and requests for information.
- Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
- Establishes and enhances the Bank’s brand by participating in meaningful and focused business and community.
- Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.
- Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
- Coordinates cash management product implementation and financial transaction set-up.
- Ensures consistent personnel training throughout the team.
- 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.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
- Typically between 4 - 6 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.
- Technical proficiency gained through education and/or 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.