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Posted a month ago
Senior Relationship Manager
BMOVP - Senior Relationship Manager
Perks & benefits
Health Insurance
Requirements
7+ years relationship management experience, Bachelor's degree in Business, Finance, or Accounting, Credit knowledge and skills, Financial analysis expertise, Portfolio management proficiency
Skills
Financerisk managementFinancial Analysis
About the role
Responsibilities
- Drive business growth by managing key client relationships within the Emerging Middle Market segment
- Structure complex deals and secure credit approvals while working with internal and external stakeholders
- Develop new business through proactive prospecting and cross-selling bank products, including credit, trust, and cash management
- Analyze market trends, industry developments, and competitive positioning to optimize client solutions
- Manage a portfolio to exceed ROE thresholds and evaluate client returns on a proactive basis
- Act as an escalation point for complex client issues, providing strategic problem-solving and conflict resolution
- Ensure strict adherence to regulatory requirements, internal controls, and risk management frameworks
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 technical proficiency in credit risk assessment and deal structuring
- Expert-level proficiency in financial analysis
- Proven track record in sales performance and managing sales metrics
- Advanced skills in negotiation, portfolio 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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BMO · Los Angeles
