BMO

Commercial Sales & Service

EmergingMiddleMarketRelationshipManager,Director

$0–0k San Ramon, California, United States FULL TIME
The Brief

“Emerging Middle Market Relationship Manager, Director at BMO. Skills: Relationship Management, Sales Performance, Structuring Deals, Credit Risk Assessment. Facilitate growth through business development and client relationship management.. Maintain significant revenue generation from sales and syndications.”

What You'll Achieve.

Aggressive growth ambitions in the U.S.; Thriving economy, sustainable future, and inclusive society.; Outstanding and continuous record of significant revenue generation.; Client retention and profitability.; Portfolio exceeding ROE thresholds.; Mitigating risk and maintaining service standards.

Industry & Context.

Commercial Sales & Service
Problems you'll solve

Strategic problem-solving; Creative thinking for complex/ambiguous situations

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 is preferred., Bachelor’s degree Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered., If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards., Seasoned professional with a combination of education, experience and industry knowledge.

Nice to Have

COI (Center of Influences) network, established in the market place, and a proven track record in sales performance.

What You'll Do.

Facilitate growth through business development and client relationship management.

Maintain significant revenue generation from sales and syndications.

Act as escalation point for complex client issues.

Lead structuring of high-value

complex deals and credit approvals.

Oversee credit approvals and drive pricing coordination.

Drive negotiations for high-value

complex transactions.

Manage high-value client portfolios.

Implement cross-selling initiatives.

Lead market coverage strategies.

Represent bank at industry forums and conferences.

Engage with senior leadership and cross-functional teams.

Deliver reports on team performance and market trends.

Drive strategic advisory on loan products.

Build and maintain long-term relationships with high-value clients.

secure credit approvals

negotiate transactions.

Analyze market trends and client industry developments.

Work closely with internal teams to define products and strategies.

Identify share of wallet opportunities.

Leverage analysis tools to grow portfolio.

Ensure adherence to regulatory requirements and internal controls.

Operate at a group/enterprise-wide level.

Apply expertise to address unique or ambiguous 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 and in maintaining relationships.; Engage 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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