Senior Specialist-IC Commercial Relationship Management VII

Bank N.A.; Los Angeles (CA); On-site; USD 138,000 - 228,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability and life insurance

Retirement savings plan

Job summary

BMO Bank N.A. seeks a Senior Specialist-IC Commercial Relationship Management VII to provide market coverage strategies to expand portfolios and identify opportunities that align with business goals.

Deliver reports to leadership on team performance, client satisfaction, market trends, and key strategic initiatives. The role includes structuring deals, securing credit approvals, negotiating high-value transactions, and advising on financial solutions for long-term client relationships.

Qualifications

• Bachelor's degree required; foreign education equivalent accepted.
• Master's degree acceptable in related disciplines; foreign education equivalent accepted.
• Experience in relationship management, account management or portfolio management in corporate banking setting.

Responsibilities

• Provide market coverage strategies to expand portfolios and identify opportunities aligning with business goals.
• Deliver leadership reports on team performance, client satisfaction, market trends, and strategic initiatives.
• Structure deals and secure credit approvals; negotiate high-value transactions and cross-sell opportunities.
• Ensure regulatory compliance, risk management, and adherence to internal controls in relationship management.

Education

Bachelor's degree in Business Administration, Finance, Accounting, Economics or related discipline

Master's degree in Business Administration, Finance, Accounting, Economics or related discipline

Job description

Application Deadline:11/25/2026

Address:300 S. Grand Ave.

Job Family Group:Commercial Sales & Service

BMO Bank N.A. seeks a Senior Specialist-IC Commercial Relationship Management VII to provide market coverage strategies to expand portfolios and identify opportunities that align with business goals. Deliver reports to leadership on team performance, client satisfaction, market trends, and key strategic initiatives. Drive strategic advisory on loan products, options, rates, terms, and collateral requirements. Provide strategic advice on financial solutions to build and maintain long-term relationships with high-value and strategic clients and to ensure exceptional service and partnership. Structure deals, secure credit approvals, negotiate highvalue transactions, and identify opportunities for cross‑selling to ensure that deals meet client needs and business objectives. Analyze market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Collaborate with internal teams and stakeholders to define products, solutions, and strategies that best fit clients' needs. Identify share of wallet opportunities. Leverage analysis tools to grow a portfolio that exceeds ROE thresholds and evaluate client returns on a proactive basis. Adhere to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Address unique or ambiguous situations and to find solutions to complex and non‑routine problems. Implement changes in response to shifting trends.

Requirements:

Bachelor's degree in Business Administration, Finance, Accounting, Economics or related discipline (willing to accept foreign education equivalent) plus ten (10) years of experience as a Commercial Banking Director/Account Manager, Relationship Manager, or related occupation with experience in relationship management, account management or portfolio management in a corporate or similar segmented banking environment OR Master's degree in Business Administration, Finance, Accounting, Economics or related discipline (willing to accept foreign education equivalent) plus eight (8) years of experience as a Commercial Banking Director/Account Manager, Relationship Manager, or related occupation with experience in relationship management, account management or portfolio management in a corporate or similar segmented banking environment. Experience must include (quantitative experience requirements not applicable to this section): performing risk management analysis of client company, including operation, financial performance, and industry developments; conducting financial analysis and assessment to structure strategic financing proposals in line with risk appetite, policies and procedures, and market trend; developing roadmap for strategic execution of action plans to achieve growth goals; making recommendations to leadership on strategy and new initiatives, applying understanding of market competitive conditions, regulatory requirements, and compliance policies; managing portfolio risk to ensure quality of execution; and implementing changes in response to shifting trends. Approximately 55% travel, primarily throughout California, to manage relationships with middle‑market corporate clients, develop new business within the assigned region, conduct on‑site client and prospect visits, and complete due diligence activities.

Salary:

The salary range for this specific position in Los Angeles, CA is $137,717-$228,000 per year.

Salary :$120,000.00 - $250,000.00

Pay Type:Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make a