Dara Fathollahi
Summary
Dynamic Relationship Manager with a proven track record at Bank of Montreal, excelling in cross-functional collaboration and strategic initiative execution. Expert in risk and credit insight, driving business growth through exceptional stakeholder engagement and data-driven problem solving. Committed to enhancing client experiences while aligning solutions with organizational goals.
Overview
18
18
years of professional experience
Work History
Relationship Manager, Business Banking
Bank of Montreal
09.2014 - Current
- Lead delivery of end-to-end financial solutions to Business Banking clients by coordinating across credit, risk, product, and operations teams
- Serve as strategic advisor to business clients, aligning their growth goals with Bank's lending and advisory services.
- Facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships
- Drive internal initiatives focused on improving execution quality, client experience, and revenue generation.
- Translate business needs into actionable insights through deep knowledge of BMO systems and operational levers.
- Act as a key connector between frontline experience and enterprise strategy, supporting change readiness and communications.
- Develop new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
- Provide oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
- Analyze financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
- Provide research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
- Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
- Exercise judgment to identify, diagnose, and solve problems within given rules.
- Work independently and regularly handles non-routine situations
Senior Personal Banker
Bank of Montreal
01.2007 - 09.2014
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
Education
No Degree - Industrial Engineering
Toronto Metropolitan University
Toronto, ONSkills
- Relationship building and management (Internal & Client-Facing)
- Risk & Credit Insight
- Cross-Functional Collaboration
- Data-Driven Problem Solving
- Business Case Development
- Excellent communication
- Transformation Program Leadership
- Strategic Initiative Execution
- Enterprise & Group Alignment
- Change Management & Communication
- Stakeholder Engagement & Influence
Timeline
Relationship Manager, Business Banking
Bank of Montreal
09.2014 - Current
Senior Personal Banker
Bank of Montreal
01.2007 - 09.2014
No Degree - Industrial Engineering
Toronto Metropolitan University
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