Senior Relationship Manager, Corporate Banking & Deals

BMO Harris Bank; Boca Raton (FL); On-site; USD 160,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group seeks a senior Relationship Manager in the Boca Raton area to lead high-value client engagements, structure complex deals, and guide credit approvals. You will manage top portfolios, drive cross-selling, and expand the client base while aligning with regulatory standards and risk controls.

This role collaborates with internal teams to define solutions, analyze market trends, and mentor teams across functions.

Qualifications

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics.
• Bachelor's degree required; Master's degree preferred; CPA certification preferred.
• Credit Qualifications and associated credit knowledge and skills according to portfolio requirements.
• Seasoned expert with extensive industry knowledge.
• Technical leader regarded as a thought leader for innovation.

Responsibilities

• Leads the structuring of high-value, complex deals and credit approvals.
• Manages high-value client portfolios, driving cross-selling, retention and profitability.
• Drives efforts to identify new business opportunities, acquire clients, penetrate markets and expand the client base.
• Ensures adherence to regulatory requirements, internal controls and compliance policies.
• Oversees resource allocation for the team to meet goals and drive client satisfaction.
• Builds and maintains strong long-term relationships with high-value clients, providing strategic financial solutions.

Skills

Relationship Management

Account Management

Portfolio Management

Credit Risk Assessment

Negotiation

Stakeholder Management

Change Management

Project Management

Customer Service

Cross-Selling

Education

Bachelor's degree

Master's degree

CPA certification

Job description

BMO Financial Group seeks a senior Relationship Manager in the Boca Raton area to lead high-value client engagements, structure complex deals, and guide credit approvals. You will manage top portfolios, drive cross-selling, and expand the client base while aligning with regulatory standards and risk controls.

This role collaborates with internal teams to define solutions, analyze market trends, and mentor teams across functions.