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Relationship Manager, Pac Rim Division

Bank of Montreal · San Francisco, CA, USA ·

Pay:
$88,800-$165,600/yr
Job type:
Full Time

Job Overview

BMO is the 8th largest bank in North America and the 4th largest commercial lender, with aggressive growth ambitions in the U.S. We are seeking a top performing Relationship Manager to join BMO’s Pacific Rim Division. In this role, you will build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets.
Responsibilities

The successful candidate will have a proven sales track record, a strong COI network, and solid commercial credit expertise to identify opportunities, structure complex lending solutions, and deliver exceptional client experiences.
Experience working with Pacific Rim clients and an understanding of cross‑border business needs and cultural nuances are strongly preferred. Bilingual proficiency in Mandarin, Cantonese, Vietnamese, Korean, or Japanese is preferred.
Facilitates growth for the Bank through business development and management of key client relationships.
Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships.
Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
Develops new business by contacting prospects and clients, and by cross‑selling Bank products and services that include credit, trust/investment and cash management.
Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank’s risk management standards.
Develops market strategies to align with business goals, identifying opportunities and expanding client portfolios.
Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making.
Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions.
Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
Builds and maintains strong long‑term relationships with the bank’s high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs and identify share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Exercise judgment to identify, diagnose and solve problems within given rules, working independently and handling non‑routine situations.
Follow BMO’s Risk Management Framework, protecting the bank while taking measured risks to align with business strategy and adhere to applicable policies, laws and regulations.
Qualifications

7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Deep knowledge and technical proficiency gained through extensive education and business experience in product knowledge, regulatory compliance, structuring deals, portfolio management, credit risk assessment, project management, customer service, problem solving and negotiation.
Credit qualification requirements if applicable.
Compensation

Salary: $88,800.00 – $165,600.00 (Salaried). The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education and qualifications for the role, and may include a commission structure.
For commission roles, the listed salary represents BMO Financial Group’s expected target for the first year in this position.
Benefits

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.
Equal Employment Opportunity

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin or sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran or 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 working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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