BMO U.S.

Senior Relationship Manager, Pac Rim Division

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Newport Beach • California • United States

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Salary

💰 $88,800 - $165,600 per year

Job Level

Senior

About the role

  • Build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets.
  • Identify opportunities, structure complex lending solutions, and deliver exceptional client experiences.
  • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts.
  • Develops new business by contacting prospects and clients, and by cross-selling Bank products and services.
  • Reviews loan applications and cash management service agreements, ensuring accuracy and completeness.
  • Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
  • Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients.

Requirements

  • 7+ 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.
  • Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards if a Credit Qualifiable role.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building.
  • Expert level of proficiency: Financial Analysis.
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 QualificationsProduct KnowledgeRegulatory ComplianceStructuring DealsCredit Risk AssessmentFinancial AnalysisProject Management
Soft Skills
Problem SolvingNegotiationCustomer ServiceCustomer Relationship Building