Strategic Banking Relationships & Growth Lead

BMO U.S.; Illinois; Sur place; USD 90 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO Financial Group in the United States (Illinois) is seeking a senior Relationship/Portfolio Manager to drive growth by managing high-value client relationships and structuring complex deals. You will collaborate with internal teams, assess credit and risk, and identify cross-selling opportunities across banking products.

The role emphasizes strategic client advisory, market analysis, and adherence to risk and compliance standards, with a salary range reflecting senior banking leadership.

Qualifications

• 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Responsabilités

• Facilitates growth for the Bank through business development and management of key client relationships.
• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong 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 clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
• Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
• Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
• Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
• 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.
• Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
• Builds and maintains strong long‑term relationships with the bank’s high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Identifies share of wallet opportunities.
• Leveraging analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.

Connaissances

Relationship management

Sales & business development

Negotiation

Portfolio management

Credit risk assessment

Financial analysis

Problem solving

Formation

Bachelor's degree

Description du poste

BMO Financial Group in the United States (Illinois) is seeking a senior Relationship/Portfolio Manager to drive growth by managing high-value client relationships and structuring complex deals. You will collaborate with internal teams, assess credit and risk, and identify cross-selling opportunities across banking products.

The role emphasizes strategic client advisory, market analysis, and adherence to risk and compliance standards, with a salary range reflecting senior banking leadership.