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Relationship Manager, Transportation and Vendor Finance
BMO U.S.Relationship Manager responsible for managing key client relationships and driving business growth at BMO. Facilitating complex deals, client satisfaction, and strategic engagement with internal stakeholders.
About the role
Key responsibilities & impact- Facilitates growth for the Bank through business development and 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
- Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue
- 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, completeness, and alignment with the bank's risk management standards
- Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios
- Represents bank at industry forums and conferences
- Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions
- Prepares reports on team performance, client satisfaction, and market trends for senior executives
Requirements
What you’ll need- 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
- Deep knowledge and technical proficiency gained through extensive education and business experience
- Advanced level of proficiency in 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 in Financial Analysis
Benefits
Comp & perks- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Product KnowledgeRegulatory ComplianceStructuring DealsPortfolio ManagementCredit Risk AssessmentProject ManagementFinancial Analysis
Soft Skills
Relationship ManagementProblem SolvingNegotiationCustomer Relationship Building