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Posted a month ago
Emerging Middle Market Relationship Manager, Vice President
BMOEmerging Middle Market Relationship Manager, Vice President
Perks & benefits
AccommodationEducation AllowanceHealth InsuranceTransportation
Requirements
7+ years relationship management experience, Bachelor's degree in Business, Finance, or Accounting, Credit risk assessment skills, Financial analysis expertise, Deal structuring proficiency
Skills
Financerisk managementFinancial Analysis
About the role
Responsibilities
- Drive business growth and manage key client relationships within the Emerging Middle Market segment ($10MM-$50MM revenue)
- Structure complex deals and secure credit approvals by working with internal stakeholders and external partners
- Develop new business through proactive prospecting and cross-selling bank products, including credit, trust/investment, and cash management
- Act as an escalation point for complex client issues, providing strategic problem-solving to maintain strong partnerships
- Analyze market trends, industry developments, and competitive positioning to optimize client solutions and satisfaction
- Ensure strict adherence to regulatory requirements, internal controls, and risk management frameworks
- Identify "share of wallet" opportunities and leverage analysis tools to grow a portfolio that exceeds ROE thresholds
Requirements
- 7+ 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
- Expert-level proficiency in financial analysis
- Advanced proficiency in credit risk assessment, deal structuring, and portfolio management
- Strong negotiation, problem-solving, and customer relationship-building skills
- Proven track record in sales performance and managing sales metrics
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 freeEmerging Middle Market Relationship Manager, Vice President
BMO · Lake Oswego
