Senior SBA Finance & Relationship Leader

BMO U.S.; Phoenix (AZ); On-site; USD 88,800 - 165,600; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Job summary

BMO U.S. is seeking a professional to manage client relationships and structure complex deals. The ideal candidate will have 7+ years of experience in banking and a Bachelor's degree in a relevant field. Responsibilities include developing new business through client engagements and ensuring high service standards.

We offer a salary range between $88,800 and $165,600, along with various benefits including health insurance, tuition reimbursement, and performance incentives.

Qualifications

• 7+ years of experience in relationship management or banking.
• Bachelor’s degree or equivalent work experience.
• Credit qualifications as per portfolio requirements.

Responsibilities

• Acts as escalation point for client issues to maintain relationships.
• Structures deals and secures credit approvals with stakeholders.
• Develops new business by contacting prospects and cross-selling.

Skills

Relationship management

Portfolio management

Sales metrics

Negotiation

Problem Solving

Education

Bachelor's degree in Business Administration, Finance, or Accounting

Tools

Risk Management Framework

Job description

BMO U.S. is seeking a professional to manage client relationships and structure complex deals. The ideal candidate will have 7+ years of experience in banking and a Bachelor's degree in a relevant field. Responsibilities include developing new business through client engagements and ensuring high service standards.

We offer a salary range between $88,800 and $165,600, along with various benefits including health insurance, tuition reimbursement, and performance incentives.