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Posted 25 days ago
Director, Principal Relationship Manager
BMODirector, Principal Relationship Manager
Perks & benefits
AccommodationEducation AllowanceHealth InsuranceTransportation
Requirements
10+ years relationship management experience, Bachelor's degree in Business, Finance, or Accounting, Credit knowledge and skills, Expertise in deal structuring, Expertise in portfolio management, Expertise in regulatory compliance
Skills
risk management
About the role
Responsibilities
- Manage high-value client relationships within the Commercial Emerging Middle Market segment ($10MM-$50MM revenue)
- Lead the structuring of complex deals, credit approvals, and high-value negotiations
- Drive revenue growth through business development, cross-selling initiatives, and portfolio management
- Act as a strategic advisor to clients on loan products, rates, terms, and collateral requirements
- Oversee credit risk assessment and ensure adherence to regulatory requirements and internal controls
- Represent the bank at industry forums and conferences to identify market trends and opportunities
- Collaborate with senior leadership and cross-functional teams to deliver holistic business solutions
Requirements
- 10+ years of experience in Relationship Management, Account Management, or Portfolio Management within corporate banking
- Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
- Proven expertise in deal structuring, credit risk assessment, and portfolio management
- Strong knowledge of regulatory compliance and internal banking controls
- Demonstrated track record of meeting sales metrics and driving significant revenue generation
- Advanced proficiency in project management and change management
About the Company
BMO is the 8th largest bank in North America and the 4th largest commercial lender, driven by a purpose to Boldly Grow the Good in business and life. We provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across North America and globally.
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BMO · Sherman Oaks
