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Job Details

Principal Specialty Coverage Relationship Manager

Location
San Francisco, CA, United States

Posted on
May 10, 2023

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Principal Specialty Coverage, Relationship Manager','067763','!*!At **MEMBERS ONLY**SIGN UP NOW***., our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. **MEMBERS ONLY**SIGN UP NOW***. is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares **MEMBERS ONLY**SIGN UP NOW***.s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.Job Description SummaryResponsible for planning, directing and managing activities of a large, Commercial Banking Multinational Clients to accomplish profit, growth, referral, quality, and service objectives. Responsible for overall planning and performance in all of the following functions within the market: business development, customer retention, credit and service quality, and human resources management. Has full Profit & Loss responsibility for business unit.Essential Job Functions

Analyzes pertinent financial and credit data; has authority to approve loans within delegated signing authority level; recommends to higher level of authority if appropriate and/or recommends loans for denial. Establishes pricing for loans within guidelines established at the Division and Group level; provides input regarding loan product pricing and features for loans over approval authority.
Helps develop and implement policies and procedures throughout assigned area to comply with fundamental business and credit priorities of the Bank. Ensures a high standard of credit quality through the process of credit approval and aggressive portfolio monitoring and management. May or may not have delegated lending authority depending on the size and scope of the assigned market area.
Assumes responsibilities for carrying out operations in accordance with federal and state laws and regulations, securing professional counsel when necessary. Ensures that the area's operating procedures are in compliance with the approved policies and procedures of the Bank. Ensures that customer service personnel maintain a positive, customer-focused attitude achieving stated service standards.
Obtains and evaluates general and specific business conditions, and keeps top management advised on such matters. Gathers market intelligence so that market opportunities may be capitalized on as they occur and the effects of competitive activity may be minimized. Makes recommendations regarding the Bank's product and market coverage in collaboration with research, product development, marketing, pricing, and operational activities.
Participates in community and business functions/groups to ensure a positive image for the Bank within the designated marketplace. Ensures compliance with CRA outreach program. Represents the bank as appropriate in its relationships with joint ventures, major customers, suppliers, competitors, government agencies, professional societies and similar groups.

Other Job Duties

Prepares short and mid-range plans. Develops budgets for the unit and allocates funds within budget limits to accomplish objectives. Monitors variance against budget on an ongoing basis.
Performs other duties as assigned.
','!*!Required Experience

Responsible for providing guidance, coaching and training to other team members within area of expertise.
Typically responsible for managing large, complex project initiatives of strategic importance to the organization, involving large cross-functional teams.
Requires 10 minimum prior relevant experience.
Demonstrated success in managing multinational clients
Preferred Language skills in English & French, both written and verbal

Education

Bachelor's Degree

Skills

General Administrative/Technical Skills
Thorough knowledge of commercial lending, sales, and financial service needs of middle market and large corporate companies and/or specific industry designated.
Specific industry/market knowledge may be required.
Analytical and research
Bank product and service knowledge
Demonstrated management skills
Marketing skills
Negotiation skills National Banking Division Generally targets companies with sales of $50 million or higher.

To protect the health and safety of our employees and customers, **MEMBERS ONLY**SIGN UP NOW***. may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
 
Annual Hiring Range:
$175,000 - $240,000.00
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible for annual incentives.
Benefits: Visit ****for benefits information.
Equal Employment Opportunity Policy**MEMBERS ONLY**SIGN UP NOW***. is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. **MEMBERS ONLY**SIGN UP NOW***. is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.**MEMBERS ONLY**SIGN UP NOW***. will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations.
#LI-AM1 #hybrid','United States-California-San Francisco','','Sales and Sales Related','May 10, 2023','Principal Specialty Coverage, Relationship Manager

Company info

Sign Up Now - FinancialServicesCrossing.com

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