BMO U.S. · 15 hours ago
Principal Relationship Manager, Vice President/Director, Commercial (Emerging Middle Market)
Thornton, CO
Part-time
Onsite
Mid, Senior Level
$122K/yr - $228K/yr
7+ years expBMO U.S. is the 8th largest bank in North America, focused on growth in the commercial sector. The Principal Relationship Manager will drive business development and manage key client relationships within the Emerging Middle Market segment, ensuring adherence to internal controls and compliance standards.
Banking
Responsibilities
Leads and executes business development plans to that business goals are achieved or exceeded
Provides strategic input into business decisions as a trusted advisor
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group
Acts as a subject matter expert on relevant regulations and policies
Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities
Conducts independent analysis and assessment to resolve strategic issues
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
May network with industry contacts to gain competitive insights and best practices
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives
Manages the risk of the assigned complex portfolio in a timely and precise manner
Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions
Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution
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
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
Required
Typically 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
Demonstrated history of successful business development, including ability to network in external markets
Demonstrated knowledge of relevant industry verticals and market's competitive environment
Experience in contact negotiations with both clients and legal counsel
Experience drafting responses to complex RFPs
Experience with Sales Strategy and Sales referral process development
Risk Management - In-depth
Sales and Service Management –In-depth
Relationship Management - In-depth
Change Leadership - Working
Conflict Management & Resolution –In-depth
Resource Planning – Working
Business Acumen – In-depth
Financial and Working Capital Understanding – In-depth
Strategic Thinking – Working
Seasoned professional with a combination of education, experience and industry knowledge
Verbal & written communication skills - In-depth / Expert
Analytical and problem solving skills - In-depth / Expert
Influence skills - In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert
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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