BMO · 6 hours ago
CRE Relationship Manager
San Francisco, CA, USA
Full-time
Onsite
Senior Level, Lead/Staff
$122K/yr - $228K/yr
15+ years expBMO Bank N.A. is focused on creating lasting, positive change for their customers and communities. The CRE Relationship Manager role involves facilitating growth initiatives through business development and managing key client relationships to generate significant revenue for the bank.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products for all areas of the Bank
Leads the deal team in executing pitches to prospective clients with efforts to maximize sector penetration and returns
Delivers highly reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales
Provides deal structuring expertise and additional expertise as knowledge base and needs dictate
Negotiates transactions with clients on highly complex matters
Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks
Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions
Oversees documentation and ongoing monitoring of asset and client performance
Obtains credit concurrence and coordinates pricing approval as client advocate
Actively works with specialists as needed to support successful syndication and sales
Reinforces sales process and client experience, identifies gaps, issues and best practices
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives
Develops an expert understanding of business/group challenges
May consult to or serve on various committees and task forces
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals
Helps determine business priorities and best sequence for execution of business/group strategy
Ensures alignment between stakeholders
Defines business requirements for analytics & reporting to ensure data insights inform business decision making
Leads the development of the communication strategy focusing on positively influencing or changing behaviour
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour
Determines and deploys equipment, processes and human resources, and optimize the allocation of resources
Develops, implements and reviews a plan to complete all assigned tasks in a timely manner to acceptable quality standards and in accordance with bank guidelines
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 senior specialist resource across BMO
Influences how teams/groups work together
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems
Communicates abstract concepts in simple terms
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives
Anticipates trends and responds by implementing appropriate changes
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
An undergraduate degree
15+ years of relevant experience in negotiating and structuring financial transactions
Minimum of 15 years in financial services industry experience in a corporate lending environment with solid achievements in developing business
Formal credit training and prior lending authority
Seasoned expert with extensive industry knowledge
Technical leader viewed as a thought leader for innovation
Verbal & written communication skills - Expert
Analytical and problem solving skills - Expert
Influence skills - Expert
Collaboration & team skills; with a focus on cross-group collaboration - Expert
Able to manage ambiguity
Data driven decision making - Expert
Preferred
Focal areas of finance, economics, or accounting preferred
CPA or MBA or equivalent experience in finance, accounting and business law
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
2026-01-20
MarketScreener
2026-01-06
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