BMO U.S.

Director, Principal Relationship Manager, Commercial – Emerging Middle Market

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: San Francisco • California • United States

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Salary

💰 $122,400 - $228,000 per year

Job Level

Lead

About the role

  • Facilitate growth for the Bank through business development and management of key client relationships.
  • Maintain an outstanding and continuous record of significant revenue generation from sales and syndications.
  • Act as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Lead the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
  • Oversee credit approvals and drive pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
  • Drive negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
  • Manage high-value client portfolios, driving cross-selling, retention, and profitability.
  • Implement cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
  • Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
  • Represent bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
  • Engage with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
  • Deliver reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
  • Drive strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
  • Build and maintain 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.
  • Structure deals, secure credit approvals, negotiate high-value transactions, and identify opportunities for cross-selling.
  • Analyze market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
  • Work closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
  • Identify share of wallet opportunities.

Requirements

  • 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 required; 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.
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Relationship ManagementAccount ManagementPortfolio ManagementCredit QualificationsProject ManagementChange ManagementProduct KnowledgeRegulatory ComplianceStructuring DealsCredit Risk Assessment
Soft skills
NegotiationCustomer ServiceStakeholder ManagementCustomer Relationship BuildingStrategic Problem-SolvingClient EngagementCross-SellingLeadershipCommunicationAnalytical Skills