Relationship Manager jobs at First Bancorp - 3128 jobs

Tax Senior Manager, Private Client Services Job Description The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Duties: Reviews basic to complex individual and other tax returns Identifies and performs research when needed and reports and documents the analysis and findings Interacts directly with clients and their advisors Communicates with supervisors, engagement team and clients the status of projects Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training Manages client engagements, supervises, and reviews work of team members Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments Identifies tax planning and consulting opportunities Participates in and initiates business development and networking activities Manages and monitors key performance indicators (KPI's) as established by the business line Involves firm specialists and other business lines to increase cross service opportunities Other duties as required Supervisory Responsibilities: Supervises develops and trains employees Supervises associates, senior associates and managers on all projects Reviews work prepared by associates and senior associates and provides review comments Trains others on how to use all current software tools and PCS methodology Schedules and manages workload of associates and senior associates Acts as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, required Master's degree in Accounting or Taxation, preferred Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred Experience: Seven (7) or more years of public accounting and private client services experience, required Public accounting experience working in the private client area, preferred License/Certifications: CPA or Licensed Attorney, required CFP or Masters in Tax, preferred Software: Experience with Gosystems and BNA Tax Planner, preferred Experience with the Microsoft Office Suite, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Detailed oriented Strong analytical, research and critical thinking skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the firm Basic knowledge of fundamental accounting, finance and tax principles General accounting knowledge and basic to intermediate tax knowledge General understanding of financial planning concepts Ability to effectively delegate work Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $152,000 - $188,000 NYC/Long Island/Westchester Range: $175,000 - $205,000 Washington Range: $150,000 - $200,000 Washington DC Range: $156,000 - $200,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations One Bush Street, San Francisco, CA, 94104, US 53 300 Park Avenue, San Jose, CA, 95110, US #J-18808-Ljbffr

A major financial institution in San Francisco is seeking a Commercial Banking Relationship Manager to manage and grow a complex portfolio of commercial loans. The ideal candidate will have over 10 years of commercial lending experience and at least 3 years in a management role. Strong leadership and communication skills are essential. This position offers a competitive salary range of $170,255 to $200,300, along with extensive benefits to support health and financial security. #J-18808-Ljbffr

A leading accounting firm is seeking a Tax Senior Manager to provide tax compliance and consulting services for high net worth clients. The successful candidate will be responsible for managing client engagements, supervising team members, and identifying tax planning opportunities. Ideal candidates will have a Bachelor's degree in Accounting, CPA certification, and over 7 years of relevant experience in public accounting and private client services. This role offers competitive salaries and opportunities for significant professional growth. #J-18808-Ljbffr

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Relationship Manager, Manager, Business Development, Client Relations, Senior, Relationship, Business Services

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + 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. **Qualifications:** + 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. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + 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. **Salary:** $57,500.00 - $106,500.00 **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: ******************************************** **About Us** 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. 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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource. Skills Account Management Business Acumen Client Management Client Solutions Advisory Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Required Qualifications Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration; ADV-2B Required Maintain at least one firm approved designation Possess and demonstrate strong communication skills Ability to lead through collaboration and influence without direct authority Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once Thorough knowledge and understanding of the suite of Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Desired Qualifications Accounting experience/Personal Tax Planning or CPA experience Invested in personal development with the Private Wealth Management Team Bachelor's degree or higher in related field The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Age Age requirement: Must at least be 18 years of age. Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling **************. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response. #J-18808-Ljbffr

A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth. #J-18808-Ljbffr

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + 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. **Qualifications:** + 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. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + 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. **Salary:** $57,500.00 - $106,500.00 **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: ******************************************** **About Us** 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. 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.

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + 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. **Qualifications:** + 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. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + 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. **Salary:** $57,500.00 - $106,500.00 **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: ******************************************** **About Us** 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. 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.

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + 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. **Qualifications:** + 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. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + 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. **Salary:** $63,300.00 - $117,200.00 **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: ******************************************** **About Us** 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. 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.

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + 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. **Qualifications:** + 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. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + 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. **Salary:** $57,500.00 - $106,500.00 **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: ******************************************** **About Us** 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. 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.

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + 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. **Qualifications:** + 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. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + 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. **Salary:** $57,500.00 - $106,500.00 **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: ******************************************** **About Us** 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. 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.

A leading financial institution is seeking an experienced Private Banker to provide exceptional guidance to clients on wealth management. You will leverage your extensive knowledge in investments and financial planning to foster strong relationships and drive new client acquisition. The ideal candidate will bring over six years of relevant experience, a bachelor's degree, and requisite financial licenses. This position offers a collaborative work environment and aims to elevate client service excellence. #J-18808-Ljbffr

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + 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. **Qualifications:** + 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. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + 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. **Salary:** $57,500.00 - $106,500.00 **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: ******************************************** **About Us** 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. 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.

A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years of experience in Private Banking and a Bachelor's Degree, along with required licenses. This position offers a competitive total rewards package and opportunities for career advancement. #J-18808-Ljbffr

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + 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. **Qualifications:** + 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. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + 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. **Salary:** $57,500.00 - $106,500.00 **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: ******************************************** **About Us** 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. 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.

A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience, a Bachelor's degree, and relevant financial licenses. Strong sales success and community presence are vital for this role, which aims to deliver exceptional client experiences. #J-18808-Ljbffr

A leading financial services firm based in Chicago is seeking a Private Banker to advise clients on wealth management. The role involves managing relationships, generating new business, and offering comprehensive financial solutions. Candidates should have a Bachelor's Degree, over six years in Private Banking, and proven sales experience. The position requires various financial licenses to be obtained shortly after hiring. This is an opportunity for those motivated to deliver exceptional client service and grow their career within a supportive team. #J-18808-Ljbffr