Emerging Middle Market Relationship Manager, Director at BMO - ScoutJobs - The AI-curated global job board
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Posted 6 days ago

Emerging Middle Market Relationship Manager, Director

BMOEmerging Middle Market Relationship Manager, Director

Perks & benefits

AccommodationEducation AllowanceHealth InsuranceTransportation

Requirements

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

Skills

Relationship managementPortfolio Management

About the role

Responsibilities

  • Drive growth through business development and management of 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 client advocate to align needs with bank objectives.
  • Identify market trends and competitive positioning to optimize client solution strategies.
  • Ensure strict adherence to regulatory requirements, internal controls, and risk management frameworks.
  • 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 or segmented banking environment.
  • Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline.
  • Proven track record in sales performance and managing sales metrics.
  • Strong credit knowledge and skills, including credit risk assessment and deal structuring.
  • Advanced proficiency in Project Management and Change Management.
  • 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 single 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 · La Jolla

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