Remote Banking Relationship & Growth Lead

BMO; Saint Paul (MN); Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

performance-based incentives

discretionary bonuses

other perks and rewards

health insurance

tuition reimbursement

accident and life insurance

retirement savings plans

Job summary

BMO Financial Group seeks a senior Relationship Manager to drive growth by managing key client relationships and developing new business. You will coordinate cross-functional teams to deliver comprehensive financial solutions and exceptional service.

Responsibilities include structuring complex deals, reviewing credit approvals, and leveraging product knowledge to expand client portfolios while maintaining risk controls and regulatory compliance.

Qualifications

• 7+ years of relevant experience in relationship or portfolio management in a corporate or similar banking environment with sales metrics.
• Bachelor's degree required; Business Administration, Finance and Accounting preferred.
• Deep knowledge and technical proficiency in product knowledge, regulatory compliance, structuring deals, portfolio management, credit risk assessment, project management, customer service, problem solving, negotiation, and customer relationship building.
• Expert level of proficiency in: financial analysis.

Responsibilities

• Facilitates growth for the Bank through business development and management of key 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, cross-selling bank products including credit, trust/investment and cash management.
• Reviews loan applications and cash management service agreements for accuracy and alignment with risk management standards.
• Develops market strategies to align with business goals, identify opportunities and expand client portfolios.
• Represents bank at industry forums and conferences to drive strategic decision-making.
• Builds long-term relationships with high-value clients, providing strategic advice on financial solutions and ensuring exceptional service.

Skills

Relationship Management

Account Management

Portfolio Management

Credit Risk Assessment

Negotiation

Financial Analysis

Problem Solving

Customer Relationship Building

Education

Bachelor's degree

Business Administration/Finance/Accounting

Job description

BMO Financial Group seeks a senior Relationship Manager to drive growth by managing key client relationships and developing new business. You will coordinate cross-functional teams to deliver comprehensive financial solutions and exceptional service.

Responsibilities include structuring complex deals, reviewing credit approvals, and leveraging product knowledge to expand client portfolios while maintaining risk controls and regulatory compliance.