BMO U.S. · 1 day ago
Senior Relationship Manager, AVP/VP, Commercial (Emerging Middle Market)
Denver, CO
Part-time
Onsite
Mid, Senior Level
$89K/yr - $166K/yr
5+ years expBMO U.S. is the 8th largest bank in North America, focused on creating positive change in business and life. They are seeking a Senior Relationship Manager to facilitate growth initiatives through business development and management of key client relationships in the Emerging Middle Market segment.
Banking
Responsibilities
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management
Participates and provides leadership in Bank and community activities to increase Bank’s brand visibility and to enhance new business opportunities
Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience
May coordinate closing with closing department, clients and attorneys
Serves as a daily escalation resource to ensure client expectations are met or exceeded
Advises clients on loan products, options, rates, terms and collateral requirements
May advise business clients on cash management/deposits solutions
Advises clients, where possible, on business management and other financial matters
Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities
Acts as the prime subject matter expert for internal/external stakeholders
Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation
Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services
Monitors and tracks performance, and addresses any issues
Ensures proper documentations for loans and cash management services
Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing
Evaluates and structures loan requests, determining appropriate documentation for Approved loans
Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements
Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations
Follows up after closing to insure all documents are completed and filed
Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements
Gathers data to advance sale process and completes all required documentation
Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action
Tracks implementation requests to keep the process on track with timelines
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback
Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes
Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs
Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met
Maintains current client information on Bank system/files to ensure client history is accurate and complete
Ensures accurate billing to clients
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
Required
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards
Deep knowledge and technical proficiency gained through extensive education and business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
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.
5001-10000 employees
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 StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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