Emerging Middle Market Relationship Manager, Director

Bank of Montreal; Los Angeles (CA); On-site; USD 122,000 - 228,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

Retirement Savings Plans

Job summary

Bank of Montreal in Los Angeles is seeking a Senior Relationship Manager to grow key client relationships, manage large portfolios, and drive cross-selling across corporate banking products. You will lead structuring of high-value deals and oversee credit approvals, negotiating terms to meet client needs while aligning with bank objectives.

This role requires a proven track record in relationship management, portfolio growth, and strategic advisory with senior stakeholders.

Qualifications

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate banking environment with sales metrics.
• Bachelor’s degree is required; Business Administration, Finance and Accounting preferred.
• Industry knowledge and ability to manage high-value relationships.

Responsibilities

• Develop and manage key client relationships to drive revenue and cross-selling across banking products.
• Lead high-value, complex deals and credit approvals, ensuring alignment with client needs and bank objectives.
• Oversee credit approvals and pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Drive negotiations for high-value transactions and cross-selling opportunities, maintaining strong client engagement.
• Represent the bank at industry forums and conferences to inform strategy and market insights.

Skills

Project Management

Change Management

Product Knowledge

Regulatory Compliance

Structuring Deals

Portfolio Management

Credit Risk Assessment

Customer Service

Stakeholder Management

Negotiation

Customer Relationship Building

Education

Bachelor's degree in Business Administration, Finance or Accounting

Job description

Application Deadline:09/13/2026Address:15165 Ventura Blvd.Job Family Group:Commercial Sales & ServiceBMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank.This position 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’ 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.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 metrics is preferred.Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.Seasoned professional with a combination of education, experience and industry knowledge.Advanced level of proficiency:Project ManagementChange ManagementExpert level of proficiency:Product KnowledgeRegulatory ComplianceStructuring DealsPortfolio ManagementCredit Risk AssessmentCustomer ServiceStakeholder ManagementNegotiationCustomer Relationship BuildingSalary :$122,400.00 - $228,000.00Pay Type:SalariedThe 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 vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at http://jobs.bmo.com/us/enBMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.