Senior Relationship Architect – Strategic Banking Growth

BMO; 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 plan

Job summary

BMO Financial Group is seeking a seasoned Senior Relationship Manager to fuel growth by managing high-value client relationships, structuring complex deals, and cross-selling banking products. The role emphasizes strategic problem-solving and advisory excellence in a dynamic, remote US environment.

You will collaborate with senior leadership, review credit and cash-management agreements, and deliver tailored financial solutions while upholding risk controls and regulatory standards.

Qualifications

• 7+ years in Relationship/Account/Portfolio Management in banking with sales metrics.
• Bachelor’s degree required; related disciplines or commensurate experience considered.
• Deep knowledge gained through education and business experience.

Responsibilities

• Act as escalation point for complex client issues while maintaining relationships.
• Structure deals and secure credit approvals with internal and external partners.
• Develop new business by contacting prospects and cross-selling bank products.
• Review loan applications and service agreements for accuracy and risk alignment.
• Identify market opportunities and expand client portfolios.

Skills

Product Knowledge

Regulatory Compliance

Structuring Deals

Portfolio Management

Credit Risk Assessment

Project Management

Customer Service

Problem Solving

Negotiation

Customer Relationship Building

Financial Analysis

Education

Bachelor's degree

Business Administration, Finance and Accounting

Commensurate work experience

Job description

BMO Financial Group is seeking a seasoned Senior Relationship Manager to fuel growth by managing high-value client relationships, structuring complex deals, and cross-selling banking products. The role emphasizes strategic problem-solving and advisory excellence in a dynamic, remote US environment.

You will collaborate with senior leadership, review credit and cash-management agreements, and deliver tailored financial solutions while upholding risk controls and regulatory standards.