Relationship Manager – VP/Director

BMO U.S.

Relationship Manager managing key client relationships at BMO. Focused on business development, high-value deals, and client satisfaction with over 7 years of experience.

Posted 6/3/2026full-timeChicago • California, Illinois • 🇺🇸 United StatesLead💰 $122,400 - $228,000 per yearWebsite

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
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives
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
Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making

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 with sales metrics preferred
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
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

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

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Hard Skills & Tools

Project ManagementChange ManagementProduct KnowledgeRegulatory ComplianceStructuring DealsPortfolio ManagementCredit Risk AssessmentCustomer ServiceStakeholder ManagementNegotiation

Soft Skills

Relationship ManagementAccount ManagementClient AdvocacyStrategic Problem-SolvingClient EngagementCross-SellingConflict ResolutionLeadershipCommunicationNegotiation