Relationship Manager, Transportation and Vendor Finance

bmo; Montreal; Vor Ort; CAD 70.000 - 150.000; Vollzeit

Zusammenfassung

BMO Financial Group in Montreal, QC is seeking an experienced Relationship Manager to drive growth through key client relationships and strategic advisory. You will review loans, manage cash products, and identify opportunities to expand client portfolios while ensuring risk controls and regulatory compliance.

The role requires 7+ years in corporate banking, a Bachelor's degree, and strong English/French communication.

Qualifikationen

• 7+ years of experience in Relationship/Account/Portfolio Management in corporate banking with sales metrics preferred.
• Bachelor's degree required; Business Administration, Finance or Accounting preferred.
• Deep knowledge and technical proficiency gained through education and business experience.
• Advanced proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building.

Aufgaben

• Grow bank revenue through business development and management of key client relationships.
• Escalate and resolve complex client issues using strategic problem-solving, maintaining strong relationships.
• Structure complex deals and secure credit approvals with internal and external stakeholders.
• Develop new business by contacting prospects and cross-selling bank products and services.
• Review loan applications and cash management service agreements ensuring accuracy and alignment with risk standards.
• Identify market opportunities and expand client portfolios through targeted strategies.
• Represent the bank at industry forums to inform strategic decisions and capture trends.
• Collaborate with senior leadership and cross-functional teams to align strategies and deliver holistic solutions.
• Prepare reports on team performance, client satisfaction and market trends for executives.
• Build long-term relationships with high-value clients and provide strategic financial advice.

Kenntnisse

Product knowledge

Regulatory compliance

Structuring deals

Portfolio management

Credit risk assessment

Project management

Customer service

Problem solving

Negotiation

Customer relationship building

Financial analysis

Ausbildung

Bachelor's degree

Jobbeschreibung

Application Deadline: 11/27/2026

Address: 105 rue St-Jacques O

Job Family Group: Commercial Sales & Service

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.

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.

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.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:
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.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency:

• 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:

• Financial Analysis

You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary:
$70,000.00 - $150,000.00

Pay Type:
Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will