Strategic Middle-Market Relationship Executive

BMO U.S.; Atlanta (GA); On-site; USD 160,000 - 300,000; Full time

Benefits offered by this job

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Atlanta, GA, is seeking a senior Relationship Manager to drive growth with key corporate clients. You will lead complex deal structuring, secure credit approvals, and expand cross-selling opportunities while delivering exceptional service.

The role requires deep banking experience, strategic thinking, and the ability to manage high-value portfolios across markets. You will collaborate with cross-functional teams to align solutions with client needs and regulatory

Qualifications

• 15+ years of experience in Relationship/Account/Portfolio management in a banking environment with sales metrics.
• Bachelor’s degree required; Master’s degree preferred; CPA or finance/accounting background valued.
• Seasoned expert with extensive industry knowledge and strategic leadership.
• Technical leader and thought leader for innovation.

Responsibilities

• Manage high-value client relationships and revenue growth.
• Lead structuring of high-value deals and credit approvals.
• Drive cross-selling, retention, and profitability.
• Represent the bank at industry forums; provide strategic insights.
• Ensure regulatory compliance and risk management.
• Oversee team resource allocation and performance.
• Develop communication strategies to influence stakeholders.
• Identify new business opportunities and market expansion.

Skills

Relationship management

Sales-oriented

Strategic problem-solving

Cross-functional collaboration

Credit approvals

Portfolio management

Communication skills

Leadership

Education

Bachelor's degree

Master's degree

CPA certification

Finance/Accounting background

Job description

BMO Financial Group in Atlanta, GA, is seeking a senior Relationship Manager to drive growth with key corporate clients. You will lead complex deal structuring, secure credit approvals, and expand cross-selling opportunities while delivering exceptional service.

The role requires deep banking experience, strategic thinking, and the ability to manage high-value portfolios across markets. You will collaborate with cross-functional teams to align solutions with client needs and regulatory