Vp Relationship Manager, Religious Institutions

BMO

2623 Camino Ramon, US
Base: $88,800.00 - $165,600.00; bonus/equity: comm...
On-site
Religious non-profit sector expertise
Client portfolio management
Business development and sales
BMO is seeking a Vice President Relationship Manager for Religious Institutions to manage and grow a portfolio of clients in the religious non-profit sector, requiring travel up to 50%. The role emphasizes business development, client relationship management, and adherence to regulatory standards

Job Summary

  • Responsible for the retention and growth of an existing portfolio of specialty clients in the Religious non-profit sector, with travel up to 50% within territory.
  • Facilitates growth initiatives through significant business development, excellent client relationship management, and a record of substantial revenue generation.
  • Develops new business by contacting prospects and clients, cross-selling Bank products and services, and participating in Bank and community activities.

Matching Summary

Match Score: 85

BMO is seeking a Vice President Relationship Manager for Religious Institutions to manage and grow a portfolio of clients in the religious non-profit sector, requiring travel up to 50%. The role emphasizes business development, client relationship management, and adherence to regulatory standards.

Salary

Base: $88,800.00 - $165,600.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Religious non-profit sector expertise
  • Client portfolio management
  • Business development and sales
  • Credit, trust, and cash management products
  • Financial analysis and structuring

Nice-to-have

  • Community engagement and visibility
  • Troubleshooting client issues
  • Advising on business management

Key Requirements

  • 5-7 years of relevant experience
  • Post-secondary degree or equivalent experience
  • Deep knowledge of bank products, processes, and systems
  • 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

Work Rights

Not specified

Tailored Resume

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