BMO

Commercial Sales & Service

EmergingMiddleMarketRelationshipManager,Director

$0–0k San Francisco, California, United States; Seattle, Washington, United States FULL TIME Remote Friendly
The Brief

“Emerging Middle Market Relationship Manager, Director at BMO. Skills: Relationship Management, Sales Performance, Client Relationships, Deal Structuring. Facilitates growth for the Bank through business development. Management of key client relationships”

What You'll Achieve.

significant revenue generation; client satisfaction; portfolio that exceeds ROE thresholds

Industry & Context.

Commercial Sales & Service
Problems you'll solve

strategic problem-solving; creative problem solving

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 preferred, Any other related discipline or commensurate work experience considered

What You'll Do.

Facilitates growth for the Bank through business development

Management of key client relationships

Maintains an outstanding and continuous record of significant revenue generation

Acts as an escalation point for complex client issues

Leads the structuring of high-value

Oversees credit approvals and drives pricing coordination

Drives negotiations for high-value

Manages high-value client portfolios

Implements cross-selling initiatives

Leads market coverage strategies

Represents bank at industry forums and conferences

Engages with senior leadership and cross-functional teams

Delivers reports to the bank’s leadership

Drives strategic advisory on loan products

Builds and maintains long-term relationships

secures credit approvals

Analyzes market trends

Works closely with internal teams

Identifies share of wallet opportunities

Leverages analysis tools to nurture and grow a portfolio

Ensures adherence to regulatory requirements

Operates at a group/enterprise-wide level

Applies expertise and thinks creatively

Implements changes in response to shifting trends

Take measured risks while protecting the bank

How You'll Work.

Team & Collaboration

Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions; Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs

Process & Methodology

Project Management

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