Senior Relationship Manager, Commercial – Emerging Middle Market
BMO U.S.
Principal Relationship Manager, Commercial – Emerging Middle Market
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Sacramento • California • 🇺🇸 United States
Visit company websiteSalary
💰 $122,400 - $228,000 per year
Job Level
Lead
About the role
- 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.
- Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
- Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
- Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
- Manages high-value client portfolios, driving cross-selling, retention, and profitability.
- Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
- Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Requirements
- 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management
- Bachelor's degree required; Business Administration, Finance and Accounting preferred
- Advanced level of proficiency: Project Management, Change Management
- Expert level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, Customer Relationship Building
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Project ManagementChange ManagementProduct KnowledgeRegulatory ComplianceStructuring DealsPortfolio ManagementCredit Risk AssessmentCustomer ServiceStakeholder ManagementNegotiation
Soft skills
Relationship ManagementAccount ManagementClient AdvocacyStrategic Problem-SolvingClient EngagementCross-SellingConflict ResolutionLeadershipCommunicationNegotiation