Senior VP, Strategic Relationships & High-Value Deals

Bank of Montreal; Chicago (IL); On-site; USD 122,400 - 228,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking an experienced Relationship Manager to lead complex client engagements in a commercial banking setting. The role focuses on structuring high-value deals, managing credit approvals, and driving cross-sell opportunities while maintaining strong client relationships.

The position requires extensive experience in relationship and portfolio management, with a deep understanding of regulatory requirements and competitive market trends.

Qualifications

• 10 years of relevant experience in Relationship Management, Account Management or Portfolio Management in corporate banking with sales metrics preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Seasoned professional with a combination of education, experience and industry knowledge.

Responsibilities

• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
• Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
• Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
• Manages high-value client portfolios, driving cross-selling, retention, and profitability.
• Implements cross-selling initiatives, driving client engagement and transitioning opportunities into revenue-generating sales.
• Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.

Skills

Project Management

Change Management

Product Knowledge

Regulatory Compliance

Structuring Deals

Portfolio Management

Credit Risk Assessment

Customer Service

Stakeholder Management

Negotiation

Customer Relationship Building

Education

Bachelor's degree in Business Administration, Finance or Accounting

Job description

BMO Financial Group is seeking an experienced Relationship Manager to lead complex client engagements in a commercial banking setting. The role focuses on structuring high-value deals, managing credit approvals, and driving cross-sell opportunities while maintaining strong client relationships.

The position requires extensive experience in relationship and portfolio management, with a deep understanding of regulatory requirements and competitive market trends.