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Posted a month ago
Director, Principal Relationship Manager, Commercial
BMODirector, Principal Relationship Manager, Commercial (Emerging Middle Market)
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
- Facilitate growth through business development and management of key client relationships within the Emerging Middle Market segment
- Lead the structuring of high-value, complex deals and credit approvals to ensure alignment with client needs
- Manage high-value client portfolios, driving cross-selling, retention, and profitability
- Act as a strategic advisor on loan products, rates, terms, and collateral requirements
- Drive negotiations for complex transactions and serve as a primary client advocate
- Implement market coverage strategies to expand portfolios and identify new opportunities
- Ensure strict adherence to regulatory requirements, internal controls, and compliance policies
- Represent the bank at industry forums and conferences to stay ahead of market trends
Requirements
- 10+ years of experience in Relationship Management, Account Management, or Portfolio Management within a corporate banking environment
- Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
- Expertise in deal structuring and complex credit risk assessment
- Proven track record in sales performance and managing high-value client portfolios
- Strong proficiency in negotiation, stakeholder management, and customer relationship building
- Deep understanding of regulatory compliance and credit knowledge
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 Canada, the United States, and globally.
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Get started — it's freeDirector, Principal Relationship Manager, Commercial
BMO · San Francisco
