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Emerging Middle Market Relationship Manager, Vice President

Bank of Montreal · Multiple locations ·

Pay:
$122,400-$228,000/yr
Job type:
Full Time

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. The ideal candidate will have a strong Center of Influence network and a proven track record in sales performance.
Responsibilities

Facilitate growth for the Bank through business development and management of key client relationships.
Maintain an outstanding record of significant revenue generation from sales and syndications.
Act as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintain client relationships.
Lead the structuring of high‑value, complex deals and credit approvals, ensuring alignment with client needs.
Oversee credit approvals and drive pricing coordination while acting as the primary client advocate.
Drive negotiations for high‑value, complex transactions and credit approvals, structuring deals that meet client needs.
Manage high‑value client portfolios, driving cross‑selling, retention, and profitability.
Implement cross‑selling initiatives, turning opportunities into revenue‑generating sales.
Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represent the bank at industry forums and conferences to provide insights on trends, competition, and emerging products.
Engage with senior leadership and cross‑functional teams to align strategies, address client needs, and deliver holistic business solutions.
Deliver reports to leadership on team performance, client satisfaction, market trends, and strategic initiatives.
Provide strategic advisory on loan products, options, rates, terms, and collateral requirements.
Build and maintain strong long‑term relationships with high‑value and strategic clients, offering exceptional service and partnership.
Structure deals, secure credit approvals, negotiate high‑value transactions, and identify cross‑selling opportunities.
Analyze market trends, client industry developments, and competitive positioning to inform client solution strategies.
Work closely with internal teams to define products, solutions, and strategies that best fit clients’ needs.
Identify share‑of‑wallet opportunities and nurture a portfolio that exceeds ROE thresholds.
Ensure adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management.
Operate at a group/enterprise‑wide level and serve as a specialist resource to senior leaders and stakeholders.
Apply expertise, think creatively to address unique or ambiguous situations, and implement changes in response to shifting trends.
Qualifications

10+ years of relevant experience in Relationship Management, Account Management, or Portfolio Management in a corporate or segmented banking environment.
Bachelor’s degree required; preference for Business Administration, Finance, or Accounting.
Experience with sales metrics and credit involvement preferred.
Advanced proficiency in Project Management, Change Management, Product Knowledge, Regulatory Compliance, Deal Structuring, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building.
Ability to take measured risks while protecting the bank through the Risk Management Framework.
Salary & Benefits

Salary: $122,400.00 – $228,000.00 (salaried, may include commission and performance‑based incentives). Additional benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Equal Employment Opportunity

BMO is an equal employment opportunity employer. We evaluate applicants irrespective of race, religion, color, national origin, sex, sexual orientation, gender identity, disability, age, veteran status, or any other protected characteristic. Reasonable accommodations are provided for individuals with disabilities.

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