Regional Finance Manager — Growth & Key Relationships

BMO U.S.; United States; Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Senior Relationship Manager to drive growth by managing high-value client relationships and leading cross‑functional teams in a corporate banking environment.

You will structure complex deals, secure credit approvals, expand client portfolios, and partner with internal stakeholders to deliver comprehensive financial solutions while ensuring risk governance and exceptional service.

Qualifications

• 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar 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 Agricultural Finance 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

Responsibilities

• 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.

Skills

Product Knowledge

Agricultural Finance

Regulatory Compliance

Structuring Deals

Portfolio Management

Credit Risk Assessment

Project Management

Customer Service

Problem Solving

Negotiation

Customer Relationship Building

Education

Bachelor's degree in Business Administration/Finance/Accounting

Job description

BMO Financial Group is seeking a Senior Relationship Manager to drive growth by managing high-value client relationships and leading cross‑functional teams in a corporate banking environment.

You will structure complex deals, secure credit approvals, expand client portfolios, and partner with internal stakeholders to deliver comprehensive financial solutions while ensuring risk governance and exceptional service.