Director, Regional Manager, Commercial (Emerging Middle Market) jobs in United States
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BMO U.S. · 21 hours ago

Director, Regional Manager, Commercial (Emerging Middle Market)

BMO U.S. is seeking a highly motivated Regional Manager to lead a team of relationship managers in their Emerging Middle Market Group. The role focuses on driving market share growth, managing key client relationships, and ensuring exceptional client satisfaction through strategic problem-solving and business development initiatives.

Banking
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H1B Sponsor Likelynote

Responsibilities

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
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
Implements changes in response to shifting trends
Broader work or accountabilities may be assigned as needed

Qualification

Relationship ManagementPortfolio ManagementCredit Risk AssessmentProduct KnowledgeNegotiationChange ManagementRegulatory ComplianceProject ManagementCustomer ServiceStakeholder ManagementCustomer Relationship Building

Required

10+ years of experience calling on companies generating $10MM - $50MM in revenue
Established relationships with customers, COIs, and key stakeholders in these geographies
Ability to drive direct new client acquisition
Experience in managing critical middle market relationships
Ability to gain market share and drive top decile overall client satisfaction
Record of significant revenue generation from sales and syndications
Ability to act as an escalation point for complex client issues
Strategic problem-solving skills to resolve conflicts
Experience in structuring high-value, complex deals, and credit approvals
Ability to oversee credit approvals and drive pricing coordination
Experience in managing high-value client portfolios
Ability to implement cross-selling initiatives
Experience in leading market coverage strategies
Ability to represent bank at industry forums and conferences
Experience in engaging with senior leadership and cross-functional teams
Ability to deliver reports on team performance, client satisfaction, market trends, and key strategic initiatives
Experience in driving strategic advisory on loan products, options, rates, terms, and collateral requirements
Ability to build and maintain strong long-term relationships with high-value and strategic clients
Experience in analyzing market trends, client industry developments, and competitive positioning
Ability to work closely with internal teams and stakeholders
Experience in identifying share of wallet opportunities
Ability to leverage analysis tools to nurture and grow a portfolio
Experience in ensuring adherence to regulatory requirements, internal controls, and compliance policies
Ability to operate at a group/enterprise-wide level
Experience in applying expertise to address unique or ambiguous situations
Ability to implement changes in response to shifting trends

Preferred

10+ 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; 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

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Company

BMO U.S.

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We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.

H1B Sponsorship

BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)

Funding

Current Stage
Late Stage

Leadership Team

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Mike Morton
Vice Chair U.S. Commercial Banking
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Company data provided by crunchbase