Middle Market Relationship Manager, Vice President

BMO U.S.

Emerging Middle Market Relationship Manager at BMO Financial Group facilitating business growth and managing client relationships. Leading complex financial transactions with a focus on profitability and market expansion.

Posted 7/31/2026full-timeGreenwood Village • Colorado, Utah • 🇺🇸 United StatesLead💰 $122,400 - $228,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Relationship Management, Portfolio Management, and Credit Risk Assessment, with a strong focus on driving revenue through strategic client engagement and deal structuring. Proficient in Regulatory Compliance and Project Management, ensuring alignment with client needs and bank objectives.

Highest-signal resume keywords

Relationship ManagementPortfolio ManagementCredit Risk AssessmentNegotiationRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit QualificationsProduct KnowledgeStructuring DealsSales MetricsChange Management

Soft Skills

Strategic Problem-SolvingClient AdvocacyCross-Functional CollaborationClient EngagementConflict Resolution

Tools & Technologies

Analysis ToolsMarket Coverage Strategies

Industry Keywords

Banking EnvironmentRevenue GenerationHigh-Value TransactionsClient SatisfactionCompliance Policies

About the role

Key responsibilities & impact

Facilitate 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.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Requirements

What you’ll need

10+ 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.
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency in Project Management and Change Management.
Expert level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, and Negotiation.

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans