BMO U.S.

VP/Director, Commercial Banking Relationship Manager

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: San Jose • California • 🇺🇸 United States

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Salary

💰 $122,400 - $228,000 per year

Job Level

Lead

About the role

  • Drive new client acquisition and growth in market share for middle market segment across all industry verticals
  • Develop and leverage relationships with Portfolio Management and Treasury Product Services Teams and other product/support partners
  • Deliver integrated BMO One Client focus across Wealth, Retail, Small Business, and Capital Markets
  • Facilitate growth initiatives through business development and management of key client relationships
  • Maintain record of significant revenue generation from sales and syndications
  • Ensure adherence to internal control, audit, regulatory and compliance policies
  • Lead and execute business development plans and provide strategic input to senior leaders
  • Act as subject matter expert on relevant regulations and policies and advise on sales strategy
  • Conduct independent analysis, develop business cases, and recommend business priorities and resource requirements
  • Coordinate management of databases and ensure alignment with data governance standards
  • Lead change management programs including readiness assessments, stakeholder management, execution and sustainment
  • Manage risk of complex portfolio, annual review process, interim reviews and resolution of exceptions
  • Maintain accurate documentation and ensure safety of the Bank’s position
  • Lead execution of operational programs and assess quality of execution
  • Act as daily sales contact for clients; gather data, complete documentation and track implementation requests
  • Assist in pre-sales activities, pitch preparation, client research and preparation of prospect/client files
  • Compile pre-call and post-call information packages and provide research to sales team
  • Assist with sales and service administration, ensure accurate billing and maintain current client information
  • Operate at group/enterprise-wide level as a specialist resource and implement changes in response to shifting trends

Requirements

  • 10+ years of experience calling on middle market companies generating $50MM - $2B in revenue (ideal)
  • Typically 7+ years of relevant experience
  • Post-secondary degree in related field of study or an equivalent combination of education and experience
  • Established relationships with customers, COIs, and key stakeholders in the Bay Area
  • Demonstrated history of successful business development, including ability to network in external markets
  • Demonstrated knowledge of relevant industry verticals and market’s competitive environment
  • Experience in contact negotiations with both clients and legal counsel
  • Experience drafting responses to complex RFPs
  • Experience with Sales Strategy and Sales referral process development
  • Credit Qualifications and associated credit knowledge and skills according to the established qualification standards (if credit qualifiable)
  • Risk Management – In-depth
  • Sales and Service Management – In-depth
  • Relationship Management – In-depth
  • Change Leadership – Working
  • Conflict Management & Resolution – In-depth
  • Resource Planning – Working
  • Business Acumen – In-depth
  • Financial and Working Capital Understanding – In-depth
  • Strategic Thinking – Working
  • Verbal & written communication skills – In-depth / Expert
  • Analytical and problem solving skills – In-depth / Expert
  • Influence skills – In-depth / Expert
  • Collaboration & team skills – In-depth / Expert
  • Data driven decision making – In-depth / Expert
  • Able to manage ambiguity
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonuses
  • Commission structure (may include)
  • In-depth training and coaching
  • Manager support and network-building opportunities
  • Tools and resources to support development

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business developmentsales strategyrisk managementcredit qualificationscontact negotiationsRFP draftingdata governancefinancial analysisportfolio managementregulatory compliance
Soft skills
relationship managementchange leadershipconflict managementstrategic thinkinganalytical skillsproblem solvinginfluence skillscollaboration skillscommunication skillsresource planning