BMO U.S.

CRE Relationship Manager

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

SeniorLead

About the role

  • Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships
  • Maintains an outstanding and continuous record of significant revenue generation from sales and syndications
  • Ensures required internal control standards adherence to audit, regulatory and compliance policies
  • Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products
  • Leads the deal team in executing pitches to prospective clients to maximize sector penetration and returns
  • Delivers reliable activities in instituting cross-selling initiatives to clients across all areas of the firm
  • Provides deal structuring expertise and additional expertise as knowledge base and needs dictate
  • Negotiates transactions with clients on highly complex matters
  • Identifies issues, gaps and process improvements through open communication internally and with other bank areas

Requirements

  • Typically 9+ years of relevant experience
  • Post-secondary degree in related field of study or equivalent experience
  • In-depth level of Credit knowledge and skills
  • In-depth level of Portfolio Management knowledge and skills
  • Undergraduate degree in finance, economics, or accounting preferred
  • CPA or MBA or equivalent experience in finance, accounting and business law
  • 15+ years of relevant experience in negotiating and structuring financial transactions
  • Minimum of 15 years in financial services industry experience in a corporate lending environment
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 & Tools
business developmentrevenue generationdeal structuringnegotiating transactionscross-sellingportfolio managementcredit knowledge
Soft Skills
client relationship managementcommunicationleadershipproblem identificationprocess improvement
Certifications
CPAMBA