Emerging Middle Market Relationship Manager, Vice President

About the role

BMO is seeking an experienced Relationship Manager to join our Emerging Middle Market team. The ideal candidate will have a strong network, a proven track record in sales, and a passion for driving business growth.

Responsibilities

• 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 maintain 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.
• 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.
• 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 and optimize client satisfaction.
• 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 nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Safeguards against regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.

Requirements

• 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.
• If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Advanced 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.

Qualifications

• Deep knowledge and technical proficiency gained through extensive education and business experience.

Benefits

Attractive compensation package including a salary range of $88,800.00 - $165,600.00, performance-based incentives, discretionary bonuses, and various perks and rewards. Comprehensive benefits package includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Learn more about our benefits at https://jobs.bmo.com/us/en.

Pay

$88,800.00 - $165,600.00

Schedule

Full-time

Skills

• Relationship Management
• Account Management
• Portfolio Management
• Corporate Banking
• Client Relationship Building
• Strategic Problem-Solving
• Complex Deal Structuring
• Credit Risk Assessment
• Market Strategy Development
• Industry Trends Analysis
• Product Cross-Selling
• Financial Analysis
• Regulatory Compliance
• Project Management
• Customer Service
• Negotiation

Benefits

Health Insurance
Tuition Reimbursement
Accident and Life Insurance
Retirement Savings Plans

Contact Us

To learn more about BMO Financial Group and our commitment to Boldly Grow the Good in business and life, visit our website at https://jobs.bmo.com/us/en. For questions regarding this position, please contact BMOCareers.Support@bmo.com.