Vice President, Senior Relationship Manager, Commercial (Emerging Middle Market) jobs in United States
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BMO U.S. · 1 day ago

Vice President, Senior Relationship Manager, Commercial (Emerging Middle Market)

BMO U.S. is the 8th largest bank in North America with a focus on growth and inclusivity. The Vice President, Senior Relationship Manager will facilitate business development and manage key client relationships within the Emerging Middle Market segment, ensuring significant revenue generation and strategic problem-solving.

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
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

Qualification

Relationship ManagementPortfolio ManagementCredit Risk AssessmentFinancial AnalysisRegulatory ComplianceStructuring DealsProduct KnowledgeProject ManagementCustomer ServiceCustomer Relationship BuildingNegotiationProblem Solving

Required

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
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards
Deep knowledge and technical proficiency gained through extensive education and business experience
Advanced level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building
Expert level of proficiency in Financial Analysis

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