Vice President, Senior Relationship Manager at BMO - ScoutJobs - The AI-curated global job board
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Posted a month ago

Vice President, Senior Relationship Manager

BMOVice President, Senior Relationship Manager

Perks & benefits

AccommodationEducation AllowanceHealth InsuranceTransportation

Requirements

7+ years relationship management experience, Bachelor's degree in Business, Finance, or Accounting, Credit risk assessment proficiency, Financial analysis expertise, Portfolio management skills

Skills

Financerisk managementFinancial Analysis

About the role

Responsibilities

  • Drive business development by identifying prospects and managing key client relationships within the emerging middle market segment
  • Structure complex deals and secure credit approvals by working with internal stakeholders and external partners
  • Develop and execute market strategies to expand client portfolios and identify new business opportunities
  • Provide strategic financial advice to high-value clients, ensuring exceptional service and long-term partnership
  • Analyze market trends, industry developments, and competitive positioning to optimize client solutions
  • Review loan applications and cash management agreements to ensure alignment with risk management standards
  • Cross-sell bank products and services, including credit, trust/investment, and cash management solutions
  • Ensure strict adherence to regulatory requirements, internal controls, and compliance policies

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 skills in negotiation, problem-solving, and customer relationship building
  • Proven track record of meeting sales metrics and generating significant revenue

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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Vice President, Senior Relationship Manager

BMO · Chino

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