VP Relationship Manager, Religious Institutions

BMO U.S.

VP Relationship Manager responsible for retention and growth of Religious non-profit clients, traveling within territory for business development and relationship management.

Posted 4/14/2026full-timeSan Ramon • California • 🇺🇸 United StatesLead💰 $88,800 - $165,600 per yearWebsite

About the role

Key responsibilities & impact

Responsible for retention and growth of an existing portfolio of specialty clients in the Religious non-profit sector
Travel up to 50% within territory
Develop new business by contacting prospects and clients
Analyze financial and related data to determine the needs of the client
Ensure proper documentation for loans and cash management services
Track implementation requests to keep the process on track with timelines

Requirements

What you’ll need

Typically between 5 - 7 years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
Deep knowledge and technical proficiency gained through extensive education and business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisdata analysiscash managementdocumentation management

Soft Skills

verbal communicationwritten communicationcollaborationteamworkanalytical skillsproblem solvinginfluencedata driven decision making