Strategic Commercial Relationship Director

BMO U.S.; Phoenix (AZ); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a Director, Commercial Relationship Manager for Arizona. You will lead high-value client engagements, structure complex financing, coordinate credit approvals, and drive cross-selling while aligning with bank objectives and client needs.

The role requires extensive experience in relationship and portfolio management within corporate banking, plus formal credit training and a strong ability to manage risk and negotiate favorable terms.

Qualifications

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar banking environment.
• Formal credit training and advanced level of credit skills required.

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 successfully transitioning opportunities into revenue-generating sales.

Skills

Credit training

Education

Bachelor's degree in Business Administration, Finance or Accounting

Job description

BMO Financial Group in the United States seeks a Director, Commercial Relationship Manager for Arizona. You will lead high-value client engagements, structure complex financing, coordinate credit approvals, and drive cross-selling while aligning with bank objectives and client needs.

The role requires extensive experience in relationship and portfolio management within corporate banking, plus formal credit training and a strong ability to manage risk and negotiate favorable terms.