Emerging Middle Market Relationship Manager, Vice President

Responsibilities

• Manage and grow high-value client relationships within the emerging middle market segment ($10MM-$50MM revenue) through business development and strategic financial advisory.
• Lead the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs and bank objectives.
• Drive negotiations for complex transactions and oversee credit approvals and pricing coordination.
• Manage high-value client portfolios to drive cross-selling, retention, and profitability.
• Implement market coverage strategies to expand portfolios and identify new business opportunities.
• Act as a strategic advisor on loan products, rates, terms, and collateral requirements.
• Ensure strict adherence to regulatory requirements, internal controls, and compliance policies to mitigate risk.
• Represent the bank at industry forums and conferences to stay informed on market trends and competition.

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.