Bilingual Japanese Banking Relationship Strategist

BMO; Rolling Meadows (IL); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Rolling Meadows, IL, seeks an experienced Relationship Manager to drive growth by managing corporate client relationships, structuring deals, and coordinating cross-functional teams. You will work with high-value clients, analyze market trends, and tailor financial solutions while ensuring compliance and exceptional service.

A strong recorder of sales performance and regulatory acumen is expected.

Qualifications

• 5+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar banking environment with sales metrics.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Credit Qualifications and associated credit knowledge and skills for credit portfolio requirements.
• Technical proficiency gained through education and/or business experience.

Responsibilities

• Structures deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
• Provides support for sales activities such as presentations, bids/proposals, and requests for information.
• Coordinates cash management product implementations to ensure that the process stays on track and aligns with established timelines.
• Participates in industry forums and conferences to stay ahead on industry trends, competitive insights, and emerging products and services.
• Works with internal teams to structure tailored financial products and solutions that meet client needs, ensuring compliance with regulatory requirements and bank policies.
• Collects and analyzes client data and market trends to provide actionable insights for strategic decisions.
• Analyzes internal sales reports, offering recommendations for improvements to materials based on data and client feedback.
• Identifies areas for process improvement and manages initiatives to streamline operations, improve efficiency, and enhance the overall client experience.
• 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.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique 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.

Skills

Relationship Management

Account Management

Portfolio Management

Product Knowledge

Regulatory Compliance

Structuring Deals

Credit Risk Assessment

Project Management

Customer Service

Problem Solving

Negotiation

Customer Relationship Building

Education

Bachelor's degree

Job description

BMO Financial Group in Rolling Meadows, IL, seeks an experienced Relationship Manager to drive growth by managing corporate client relationships, structuring deals, and coordinating cross-functional teams. You will work with high-value clients, analyze market trends, and tailor financial solutions while ensuring compliance and exceptional service.

A strong recorder of sales performance and regulatory acumen is expected.