Emerging Middle Market Relationship Manager, Director at BMO - ScoutJobs - The AI-curated global job board
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Posted 21 days ago

Emerging Middle Market Relationship Manager, Director

BMOEmerging Middle Market Relationship Manager, Director

Perks & benefits

AccommodationEducation AllowanceHealth InsurancePaid Leave

Requirements

10+ years relationship management experience, Bachelor's degree in Business, Finance, or Accounting, Credit knowledge and skills, Project management proficiency, Change management proficiency

Skills

risk management

About the role

Responsibilities

  • Drive business development and manage key client relationships within the Emerging Middle Market segment ($10MM-$50MM revenue).
  • Lead the structuring of high-value, complex deals and secure credit approvals.
  • Manage high-value client portfolios to drive cross-selling, retention, and profitability.
  • Act as a strategic advisor on loan products, rates, terms, and collateral requirements.
  • Negotiate complex transactions and serve as a primary advocate for client needs while meeting bank objectives.
  • Analyze market trends and industry developments to optimize client solution strategies.
  • Ensure strict adherence to regulatory requirements, internal controls, and compliance policies.
  • Represent the bank at industry forums and conferences to expand market coverage.

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.
  • Strong credit knowledge and skills, including credit risk assessment and deal structuring.
  • Advanced proficiency in Project Management and Change Management.
  • Proven track record of meeting sales metrics and managing complex client portfolios.
  • Expert-level skills in negotiation, stakeholder management, and customer relationship building.

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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Emerging Middle Market Relationship Manager, Director

BMO · Newport Beach

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