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Posted a month ago
VP, Senior Relationship Manager, Commercial
BMOVP, Senior Relationship Manager, Commercial (Emerging Middle Market)
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 assessment
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 stakeholders
- Develop new business through proactive prospecting and cross-selling bank products, including credit, trust, and cash management
- Perform detailed reviews of loan applications and cash management service agreements to ensure alignment with risk management standards
- Identify market trends and key segments to expand client portfolios and optimize revenue
- Act as an escalation point for complex client issues, providing strategic problem-solving and high-level service
- Maintain adherence to all regulatory requirements, internal controls, and compliance policies
Requirements
- 7+ years of experience in Relationship Management, Account Management, or Portfolio Management within a corporate 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 and customer relationship-building skills
- Proven track record of meeting sales metrics and managing complex financial solutions
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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BMO · San Francisco
