Emerging Middle Market Relationship Manager – Vice President

BMO U.S.

Emerging Middle Market Relationship Manager for BMO focusing on business development and managing key client relationships in a growing banking segment. Proven sales performance and deep market knowledge required, based in California.

Posted 6/10/2026full-timeSan Francisco • California • 🇺🇸 United StatesLead💰 $88,800 - $165,600 per yearWebsite

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Hard Skills

Relationship ManagementAccount ManagementPortfolio ManagementCredit QualificationsProduct KnowledgeRegulatory ComplianceStructuring DealsCredit Risk AssessmentFinancial AnalysisProject Management

Soft Skills

Problem SolvingNegotiationCustomer ServiceCustomer Relationship Building

Industry Keywords

Business DevelopmentRevenue GenerationCash ManagementMarket StrategiesClient PortfoliosBank ProductsSales MetricsRisk Management Standards

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 that include credit, trust/investment and cash management.
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, 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 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.
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

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans