Senior Director, Nonprofit & Government Banking

Bank N.A.; Newport Beach (CA); On-site; USD 120,000 - 250,000; Full time

Job summary

BMO Financial Group in Newport Beach seeks an experienced Relationship Manager to grow a high-value corporate portfolio, manage key client relationships, and lead cross-selling initiatives. You will negotiate complex transactions, coordinate with credit and product teams, and ensure regulatory compliance while delivering strategic client solutions.

The role emphasizes senior stakeholder engagement, market coverage, and revenue growth within a dynamic banking environment, with a strong focus on

Qualifications

• 10+ years of relevant experience in Relationship Management or Portfolio Management in corporate banking.
• Bachelor's degree required; Business Administration, Finance and Accounting preferred.
• Credit Qualifications and related knowledge for credit portfolios (if applicable).
• Seasoned professional with education, experience and industry knowledge.
• Advanced level: Project Management; Change Management.
• Expert level: Product Knowledge; Regulatory Compliance; Structuring Deals; Portfolio Management; Credit Risk Assessment; Customer Service; Stakeholder Management; Negotiation; Customer Relationship Building.

Responsibilities

• Manage high-value client portfolios and drive cross-selling, retention, and profitability.
• Lead market coverage strategies to expand portfolios and identify opportunities.
• Negotiate high-value, complex transactions and ensure alignment with client needs and bank objectives.
• Oversee credit approvals, pricing coordination and risk management.
• Collaborate with internal teams to define products, solutions and strategies for client needs.
• Ensure regulatory compliance and risk controls across relationship management activities.

Skills

Relationship management

Negotiation

Portfolio management

Stakeholder management

Customer service

Credit risk assessment

Product knowledge

Regulatory compliance

Structuring deals

Attention to detail

Education

Bachelor's degree in Business Administration/Finance

Job description

BMO Financial Group in Newport Beach seeks an experienced Relationship Manager to grow a high-value corporate portfolio, manage key client relationships, and lead cross-selling initiatives. You will negotiate complex transactions, coordinate with credit and product teams, and ensure regulatory compliance while delivering strategic client solutions.

The role emphasizes senior stakeholder engagement, market coverage, and revenue growth within a dynamic banking environment, with a strong focus on