Senior Relationship Manager, Commercial Banking (Corporate Finance Group)

Bank N.A.; Ottawa; Presencial; CAD 150 000 - 200 000; Tempo integral

Resumo da oferta

BMO Financial Group is seeking a Sales Director, Corporate Finance in Ottawa to manage a high-value commercial lending portfolio and lead origination of new clients within Canadian Commercial Banking. You will coordinate with product teams to cross-sell derivatives, cash management, and other solutions while guiding senior client relationships.

You'll drive growth through strategic advisory, credit structuring, and market expansion, reporting to senior leadership and shaping cross-functional

Qualificações

• 10+ years of relevant experience in relationship/account/portfolio management in corporate banking with sales emphasis.

Responsabilidades

• Manage a commercial lending portfolio and originate new clients within Canadian Commercial Banking.
• Coordinate with product teams to cross-sell derivatives, cash management, corporate cards, subordinated debt and leasing solutions.
• Lead high-value deals and credit approvals, ensuring alignment with client needs and bank objectives.
• Drive growth through cross-selling initiatives, client engagement, and maintaining strong senior client relationships.
• Represent the bank at industry events and provide strategic advisory on loan products, rates, terms, and collateral.

Descrição da oferta de emprego

Application Deadline:

11/04/2026

Address:

269 Laurier Avenue West

Job Family Group:

Commercial Sales & Service

Corporate Finance Team Overview:

The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more, both on a syndicated and bilateral basis.

Job Overview

The Sales Director, Corporate Finance manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.).

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.

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' need.

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.

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:

10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales m