Account Manager leading strategic partnerships and business growth for Upstream Rehabilitation in Charleston, SC. Focused on healthcare outreach, referral network expansion, and community engagement.
About the role
- Commercial Relationship Manager at BMO facilitating growth and managing key client relationships. Responsibilities include structuring deals, managing compliance, and providing strategic advice.
Responsibilities
- Facilitates growth for the Bank through business development and management of key client relationships
- Structures deals and secures credit approvals
- Provides support for sales activities such as presentations, bids/proposals, and requests for information
- Coordinates cash management product implementations
- Participates in industry forums and conferences
- Works with internal teams to structure tailored financial products and solutions
- Collects and analyzes client data and market trends
- Analyzes internal sales reports and recommends improvements
- Identifies areas for process improvement and manages initiatives to enhance the overall client experience
- Builds and maintains strong long-term relationships with high-value clients
Requirements
- 5+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate banking environment
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
- Technical proficiency gained through education and/or business experience
- Intermediate level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building
- Advanced level of proficiency in Financial Analysis
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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