Relationship Manager

BMO U.S.

Relationship Manager at BMO focusing on commercial clients with Pacific Rim connections. Responsible for business development, client management, and complex lending solutions.

Posted 6/24/2026full-timeNewport Beach • California • 🇺🇸 United StatesSeniorLead💰 $88,800 - $165,600 per yearWebsite

About the role

Key responsibilities & impact

Build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets
Identify opportunities, structure complex lending solutions, and deliver exceptional client experiences
Acts as an escalation point for complex client issues and maintains strong client relationships
Develops new business by contacting prospects and clients, and cross-selling Bank products and services
Reviews loan applications and cash management service agreements for accuracy and completeness
Prepares reports on team performance 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 with sales metrics
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Strong COI network
Solid commercial credit expertise
Bilingual proficiency in Mandarin, Cantonese, Vietnamese, Korean, or Japanese preferred
Deep knowledge and technical proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building, and Financial Analysis

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Relationship ManagementAccount ManagementPortfolio ManagementCommercial Credit ExpertiseProduct KnowledgeRegulatory ComplianceCredit Risk AssessmentFinancial AnalysisProject ManagementCustomer Service

Soft Skills

Problem SolvingNegotiationCustomer Relationship Building

Certifications

Bachelor’s degreeBusiness AdministrationFinanceAccounting