BMO

Commercial Sales & Service

EmergingMiddleMarketRelationshipManager,Director

$122–228k Chino, California, United States FULL TIME
The Brief

“Emerging Middle Market Relationship Manager, Director at BMO. Skills: Relationship Management, Sales Performance, Revenue Generation. Facilitate growth for the Bank through business development. Manage key client relationships”

What You'll Achieve.

Significant revenue generation from sales and syndications; Exceeds ROE thresholds; Mitigating risk and maintaining service standards

Industry & Context.

Commercial Sales & Service
Problems you'll solve

Strategic problem-solving; Apply expertise and think creatively to address unique or ambiguous situations; Find solutions to problems that can be complex and non-routine

What They're Looking For.

Must Have

10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards

Nice to Have

Bachelor’s degree Business Administration, Finance and Accounting, Any other related discipline or commensurate work experience considered, Seasoned professional with a combination of education, experience and industry knowledge

What You'll Do.

Facilitate growth for the Bank through business development

Manage key client relationships

Maintain outstanding record of revenue generation

Act as escalation point for complex client issues

Lead structuring of high-value

Oversee credit approvals and drive pricing coordination

Drive negotiations for high-value transactions

Manage high-value client portfolios

Implement cross-selling initiatives

Lead market coverage strategies

Represent bank at industry forums

Engage with senior leadership and cross-functional teams

Deliver reports to bank’s leadership

Drive strategic advisory on loan products

Build and maintain long-term relationships

secure credit approvals

Analyze market trends

Work closely with internal teams

Identify share of wallet opportunities

Leverage analysis tools to grow portfolio

Ensure adherence to regulatory requirements

Operate at a group/enterprise-wide level

Apply expertise to address unique situations

Implement changes in response to shifting trends

Take measured risks while protecting the bank

How You'll Work.

Team & Collaboration

Join a tight knit team of energetic collaborators experienced in sales; Engage with senior leadership and cross-functional teams to align strategies; Work closely with internal teams and stakeholders to define products, solutions and strategies

Process & Methodology

Project Management

Free ATS check

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