Commercial Regional Manager, Emerging Middle Market

Application Deadline:

09/29/2024

Address:

180 Montgomery St.

Job Family Group:

Commercial Sales & Service

We are seeking a highly motivated Regional Manager leading a team of relationship managers in our Emerging Middle Market Group covering the SF Bay Market which includes Peninsula, SF and North Bay. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in revenue and has established relationships with customers, COIs, and key stakeholders in these geographies.

The Regional Manager will be responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager will actively recruit, develop, and coach the team around managing critical middle market relationships with the primary focus of gaining market share and driving top decile overall client satisfaction.

The Regional Manager is a critical member of the Northern California divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies.  In addition, the Regional Manager will be tasked with leveraging the bank and delivering the integrated BMO OneClient focus across all lines of business including Wealth, Retail, Business Banking, and Diversified Industries Group.

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• 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.
• Operates at a group/enterprise-wide level and serves as a specialist resource to