BMO Financial Group
Commercial Sales & Service
SeniorRelationshipManager
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Relationship Manager at BMO Financial Group. Skills: Relationship Management, Sales, Structuring Deals. Facilitates growth for the Bank through business development and management of key client relationships.. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.”
What You'll Achieve.
Significant revenue generation; Exceeds ROE thresholds
Industry & Context.
Problem Solving
What They're Looking For.
Must Have
7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics
Nice to Have
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.
What You'll Do.
Facilitates growth for the Bank through business development and management of key client relationships.
Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues
using strategic problem-solving to resolve conflicts and maintaining client relationships.
Structures complex deals and secures credit approvals
working with internal stakeholders and external partners to optimize revenue.
Develops new business by contacting prospects and clients
and by cross-selling Bank products and services that include credit
trust/investment and cash management.
Reviews loan applications and cash management service agreements
and alignment with the bank's risk management standards.
Develops market strategies to align with business goals
identifying opportunities
and expanding client portfolios.
Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
Represents bank at industry forums and conferences
leveraging insights on trends
and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies
and drive holistic business solutions.
Prepares reports on team performance
and market trends for senior executives
providing insights and recommendations for strategic adjustments.
Builds and maintains long-term relationships with the bank’s high-value and strategic clients
providing strategic advice on financial solutions and ensuring exceptional service and partnership.
secures credit approvals
negotiates high-value transactions
and identifies opportunities for cross-selling.
Analyzes market trends
client industry developments
and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products
solutions and strategies that best fit clients’ needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements
and compliance policies in all aspects of relationship management
mitigating risk and maintaining service standards.
Provides specialized consulting
analytical and technical support.
Exercises judgment to identify
and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
laws and regulations.
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
Full Job Description
Application Deadline: 06/01/2026 Address: 269 Laurier Avenue West Job Family Group: Commercial Sales & Service Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. * Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. * Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. * Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. * Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. * Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. * Identifies key market segments and leverages industry trends to drive business growth and expand the client base. * Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. * Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. * Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. * Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. * Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. * Analyzes market trend
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