SBA Advisor, Vice President

BMO; Greenwood Village (CO); On-site; 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 is a major North American bank actively seeking a senior Relationship/Portfolio Manager to drive growth with high-value clients. You will manage complex credit structures, coordinate with stakeholders, and expand cross-sell opportunities across credit, trust/investment, and cash management.

The role emphasizes strategic advisory, regulatory compliance, and risk-aware deal structuring to optimize ROE and client satisfaction. Extensive banking experience is required.

Qualifications

• 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar banking environment.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Responsibilities

• 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.

Skills

Relationship Management

Portfolio Management

Credit Risk Assessment

Negotiation

Product Knowledge

Regulatory Compliance

Structuring Deals

Project Management

Customer Service

Problem Solving

Customer Relationship Building

Financial Analysis

Education

Bachelor's degree

Finance or Accounting preferred

Job description

BMO 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.

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.

• 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.

• 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

• 7+ 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.

• Deep knowledge and technical proficiency gained through extensive education and business experience.

Advanced level of proficiency

• Product Knowledge

• 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

Salary

$90,000.00 - $180,000.00

Pay Type

Salaried

The 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-Rewards

About Us

At 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 https://jobs.bmo.com/us/en

BMO 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.