BMO U.S.

Director, Relationship Manager

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Los Angeles • California • United States

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Salary

💰 $122,400 - $228,000 per year

Job Level

Lead

About the role

  • This role sits within the Core Commercial Real Estate Group and is responsible for driving growth for the Bank through strategic business development and the 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.
  • 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.
  • Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.

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 & Tools
Relationship ManagementAccount ManagementPortfolio ManagementCredit QualificationsProject ManagementChange ManagementProduct KnowledgeRegulatory ComplianceStructuring DealsCredit Risk Assessment
Soft Skills
Strategic Problem-SolvingNegotiationCustomer ServiceStakeholder ManagementCustomer Relationship Building