Strategic Corporate Banking Relationship Lead

BMO U.S.; Iowa; On-site; USD 90,000 - 180,000; 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 is seeking a skilled Relationship Manager to drive revenue through high-value client relationships and strategic advisory across banking products. You will lead deal structures, credit approvals, and cross-sell across credit, trust, and cash management services.

With 7+ years of relevant experience, you will coordinate with internal teams to optimize client solutions while managing risk and ensuring compliance.

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.
• 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.

Responsibilities

• 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.
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.

Skills

Product Knowledge

Regulatory Compliance

Structuring Deals

Portfolio Management

Credit Risk Assessment

Project Management

Customer Service

Problem Solving

Negotiation

Customer Relationship Building

Education

Bachelor’s degree

Job description

BMO Financial Group in the United States is seeking a skilled Relationship Manager to drive revenue through high-value client relationships and strategic advisory across banking products. You will lead deal structures, credit approvals, and cross-sell across credit, trust, and cash management services.

With 7+ years of relevant experience, you will coordinate with internal teams to optimize client solutions while managing risk and ensuring compliance.