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Posted 25 days 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 knowledge and skills, Financial analysis expertise, Deal structuring proficiency
Skills
Financerisk managementFinancial Analysis
About the role
Responsibilities
- Manage and grow key client relationships within the Emerging Middle Market segment ($10MM-$50MM revenue)
- Drive business development through prospecting, networking, and cross-selling bank products including credit, trust, and cash management
- Structure complex deals and secure credit approvals while working with internal stakeholders and external partners
- Act as an escalation point for complex client issues, providing strategic problem-solving and conflict resolution
- Analyze market trends, industry developments, and competitive positioning to optimize client solutions
- Ensure strict adherence to regulatory requirements, internal controls, and risk management frameworks
- Leverage analysis tools to nurture a portfolio that exceeds ROE thresholds and evaluate client returns proactively
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
- Strong credit knowledge and proficiency in credit risk assessment
- Expert-level proficiency in financial analysis
- Proven track record in sales performance and managing complex deal structuring
- Advanced skills in negotiation, customer relationship building, and portfolio 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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Get started — it's freeEmerging Middle Market Relationship Manager, Vice President
BMO · Sacramento
