Senior Banking Relationship Executive

BMO; Phoenix (AZ); On-site; USD 89,000 - 166,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Phoenix is seeking an experienced Relationship Manager to grow key client relationships, structure complex deals, and drive cross-sell across banking products. You will engage senior leadership, manage risk, and deliver strategic financial solutions.

This role emphasizes relationship building, portfolio growth, and adherence to regulatory standards, with a focus on high-value corporate clients and strategic partnerships.

Qualifications

• 7+ years of experience in Relationship/Account/Portfolio Management in a corporate or similar banking environment with sales metrics.
• Bachelor’s degree in business, finance or accounting. Related discipline or experience considered.
• Credit qualifications and knowledge according to portfolio requirements for credit-related roles.
• Deep knowledge and technical proficiency gained through education and business experience.

Responsibilities

• Act as escalation point for complex client issues and maintain strong client relationships.
• Structure complex deals and secure credit approvals with internal and external partners.
• Develop new business by contacting prospects and cross-selling bank products and services.
• Review loan applications and cash management service agreements for accuracy and risk alignment.
• Develop market strategies and identify opportunities to grow client portfolios.

Skills

Customer Relationship Building

Negotiation

Problem Solving

Project Management

Credit Risk Assessment

Portfolio Management

Structuring Deals

Regulatory Compliance

Product Knowledge

Financial Analysis

Education

Bachelor’s degree in Business/Finance

Job description

BMO Financial Group in Phoenix is seeking an experienced Relationship Manager to grow key client relationships, structure complex deals, and drive cross-sell across banking products. You will engage senior leadership, manage risk, and deliver strategic financial solutions.

This role emphasizes relationship building, portfolio growth, and adherence to regulatory standards, with a focus on high-value corporate clients and strategic partnerships.