Senior Relationship Manager – Strategic Banking Solutions

North American Transportation Management Institute; Connecticut; Hybrid; 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 Financial Group seeks a Senior Relationship Manager to drive growth by developing key client relationships in a bank setting. You will structure deals, obtain credit approvals, and collaborate with internal teams to expand revenue through cross-selling products and services.

The role emphasizes risk management, regulatory compliance, and strategic advisory to high-value clients, including corporate lending and cash management solutions.

Qualifications

• 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate banking environment with sales metrics.
• Bachelor's degree required; Business Administration, Finance and Accounting preferred.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Responsibilities

• Facilitates growth for the Bank through business development and management of key 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 cross-selling Bank products and services.
• Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
• Builds long-term relationships with high-value clients and provides strategic financial solutions.

Skills

Relationship Management

Account Management

Portfolio Management

Sales Metrics

Client Relationship Building

Credit Risk Assessment

Negotiation

Education

Bachelor's degree in Business Administration, Finance or Accounting

Job description

BMO Financial Group seeks a Senior Relationship Manager to drive growth by developing key client relationships in a bank setting. You will structure deals, obtain credit approvals, and collaborate with internal teams to expand revenue through cross-selling products and services.

The role emphasizes risk management, regulatory compliance, and strategic advisory to high-value clients, including corporate lending and cash management solutions.