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BMO · 10 hours ago

Director - Commercial Relationship Manager

Lake Oswego, OR, USA

Full-time

Onsite

Senior Level, Lead/Staff

$122K/yr - $228K/yr

10+ years exp

BMO is a leading bank committed to creating lasting, positive change for customers and communities. The Director - Commercial Relationship Manager will facilitate growth through business development and management of key client relationships, driving significant revenue generation and ensuring alignment with client needs.

BankingCrowdfundingFinanceFinancial Services

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 AssessmentNegotiationProduct KnowledgeRegulatory ComplianceStakeholder ManagementCustomer ServiceChange ManagementCustomer Relationship BuildingProject Management

Required

Bachelor's degree required

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

Advanced level of proficiency in Project Management

Advanced level of proficiency in Change Management

Expert level of proficiency in Product Knowledge

Expert level of proficiency in Regulatory Compliance

Expert level of proficiency in Structuring Deals

Expert level of proficiency in Portfolio Management

Expert level of proficiency in Credit Risk Assessment

Expert level of proficiency in Customer Service

Expert level of proficiency in Stakeholder Management

Expert level of proficiency in Negotiation

Expert level of proficiency in Customer Relationship Building

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