Emerging Middle Market Relationship Manager, Director

Emerging Middle Market Relationship Manager

– Vice, SBA Specialty Finance Officer at BMO Harris Bank

Location: Greenwood Village, Colorado, United States

Overview
BMO is the 8th largest bank in North America and the 4th largest commercial lender. The Emerging Middle Market segmentation targets companies with $10MM–$50MM in revenues. The role requires a strong Center of Influence network and a proven sales track record to grow a high‑valued segment.

Responsibilities

Facilitates growth for the Bank through business development and management of key client relationships.

Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintain strong client relationships.

Leads the structuring of high‑value, complex deals and credit approvals, ensuring alignment with client needs.

Oversees credit approvals and drives pricing coordination, acting as the primary client advocate.

Drives negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.

Manages high‑value client portfolios, driving cross‑selling, retention, and profitability.

Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales.

Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.

Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions.

Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives.

Drives strategic advisory on loan products, options, rates, terms, and collateral requirements.

Builds and maintains long‑term relationships with high‑value, strategic clients, providing strategic advice on financial solutions.

Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.

Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies.

Works closely with internal teams and stakeholders to define products, solutions, and strategies that best fit clients’ needs.

Identifies share of wallet opportunities.

Leverages analysis tools to grow a portfolio exceeding ROE thresholds and evaluate client returns proactively.

Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management.

Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.

Applies expertise and thinks creatively to address unique or ambiguous situations and find solutions to complex problems.

Implements changes in response to shifting trends.

Broader work or accountabilities may be assigned as needed.

Qualifications

10+ years in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics.

Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Other related disciplines or equivalent experience considered.

Credit qualification and knowledge required for Credit Qualifiable roles.

Seasoned professional with a combination of education, experience and industry knowledge.

Skill Proficiency
Advanced level

Project Management

Change Management

Expert level

Product Knowledge

Regulatory Compliance

Structuring Deals

Portfolio Management

Credit Risk Assessment

Customer Service

Stakeholder Management

Negotiation

Customer Relationship Building

Compensation
Salary range: $122,400.00 – $228,000.00 (Salaried). The base salary may vary based on location, skills, experience, education, and qualifications. A commission structure and performance‑based incentives may be included.

Benefits
Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and other perks and rewards. More details at: https://jobs.bmo.com/global/en/Total-Rewards

EEO Statement
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to providing reasonable accommodations to individuals with disabilities.

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