VP - Relationship Manager

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.

Responsibilities

• 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.
• Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
• 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.
• Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
• 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.
• Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non‑routine situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws and regulations.

Qualifications

• 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.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Advanced Proficiency

• Product Knowledge
• Regulatory Compliance
• Structuring Deals
• Portfolio Management
• Credit Risk Assessment
• Project Management
• Customer Service
• Problem Solving
• Negotiation
• Customer Relationship Building

Expert Proficiency

• Financial Analysis

Compensation

$88,800.00 - $165,600.00 (Salaried). Salaries vary based on location, skills, experience, education and qualifications. Commission may be included for applicable roles.

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create lasting, positive change for our customers, communities and people. We empower employees with training, coaching, and networking opportunities to reach new milestones and help our customers reach theirs.

Equal Opportunity Employer

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to and let us know the nature of your request and your contact information.

Benefits Details

To view more details of our benefits, please visit:

Recruiting Note

is the correct contact for recruitment. No unsolicited resumes will be accepted.