Senior Relationship Manager

Bank N.A.; Peterborough; On-site; CAD 65,000 - 130,000; Full time

Job summary

BMO Financial Group in Canada is seeking a Senior Relationship Manager for the Commercial Banking - Mid Market segment. You will act as a trusted advisor to a portfolio of high-value commercial clients, leveraging financial expertise and industry insights to identify opportunities and create long-term value.

This role emphasizes strategic relationship-building, cross-functional collaboration, and delivering comprehensive financial solutions to support client growth in a dynamic market.

Qualifications

• 4–10 years of experience in Commercial Banking, Relationship Management, Portfolio Management, or Business Development.
• Proven success managing complex client relationships and delivering sales and revenue results.

Responsibilities

• Build and grow a portfolio of strategic commercial banking clients.
• Develop trusted advisor relationships with business owners, executives, and key decision-makers.
• Deliver tailored financial solutions by understanding client objectives.
• Identify and capture share-of-wallet opportunities across lending, cash management, treasury, investment, and other services.
• Source new business opportunities and develop a strong pipeline.

Skills

Relationship Management

Commercial Banking

Portfolio Management

Business Development

Education

Bachelor's degree in Business/Finance/Accounting

Job description

Application Deadline:

01/09/2027

Address:

1154 Chemong Road

Job Family Group:

Commercial Sales & Service

Senior Relationship Manager

Commercial Banking - Mid Market

At BMO, we believe businesses are built on ambition, and we're here to help turn that ambition into growth.

BMO's Canadian Middle Market team partners with private companies and public sector organizations to provide strategic financial solutions that fuel business success. As a trusted advisor, we deliver a full suite of commercial banking capabilities including lending, treasury management, cash management, capital financing, and access to BMO's extensive North American platform.

Drive Growth. Build Strategic Relationships. Make an Impact.

As a Senior Relationship Manager , you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and industry insights to identify opportunities, structure complex solutions, and create long-term value.

This is an exciting opportunity for a strategic, client-focused professional who enjoys working in a dynamic, collaborative environment and influencing business outcomes.

What You'll Do

Build and Grow Client Relationships

Manage and expand a portfolio of strategic commercial banking clients.

Develop trusted advisor relationships with business owners, executives, and key decision-makers.

Deliver exceptional client experiences by understanding client objectives and recommending tailored financial solutions.

Identify and capture share-of-wallet opportunities across lending, cash management, treasury, investment, and other banking services.

Drive Business Development

Proactively source new business opportunities and build a strong pipeline of prospective clients.

Develop and execute market growth strategies aligned with business objectives.

Leverage market intelligence, industry trends, and competitive insights to identify emerging opportunities and accelerate portfolio growth.

Represent the bank at industry events, conferences, and networking opportunities to enhance visibility and generate business opportunities.

Structure Financial Solutions

Structure and negotiate complex credit facilities and banking solutions that meet client needs while balancing risk and profitability.

Lead credit discussions, secure approvals, and collaborate with internal partners to deliver innovative solutions.

Review lending and cash management agreements to ensure accuracy, completeness, and compliance with bank policies.

Conduct sophisticated financial analysis and credit assessments to support sound lending decisions.

Partner Across the Organization

Collaborate with product specialists, credit partners, risk teams, and senior leaders to deliver complete client solutions.

Act as a key escalation point for complex client situations, applying strategic thinking and problem-solving to achieve successful outcomes.

Provide insights and recommendations that contribute to business strategy and portfolio performance.

Deliver Strong Portfolio Performance

Monitor portfolio profitability, risk profile, and return on equity performance.

Regularly evaluate client relationships and identify opportunities to deepen engagement and optimize returns.

Prepare executive-level reporting on portfolio performance, market developments, and client trends.

Ensure all activities meet regulatory requirements, internal controls, and risk management standards.

What You Bring

Experience

4-10 years of experience in Commercial Banking, Relationship Management, Portfolio Management, or Business Development.

Proven success managing complex client relationships and delivering strong sales and revenue results.

Experience structuring, negotiating, and executing commercial lending transactions.

Strong understanding of financial statements, credit analysis, and risk assessment.

Education

Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline.

Equivalent combination of education and relevant professional experience will be considered.

Credit qualification requirements, where applicable.

Why Join Us?

At BMO, you'll be empowered to make a meaningful impact for our clients, colleagues, and communities. You'll work alongside experienced professionals, collaborate across specialized teams, and have the opportunity to build lasting client relationships while contributing directly to business growth and success.

Salary :

$65,000.00 - $130,000.00

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 b