Strategic Middle-Market Relationship Leader

Bank of Montreal; Los Angeles (CA); On-site; USD 122,000 - 228,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

Retirement Savings Plans

Job summary

Bank of Montreal in Los Angeles is seeking a Senior Relationship Manager to grow key client relationships, manage large portfolios, and drive cross-selling across corporate banking products. You will lead structuring of high-value deals and oversee credit approvals, negotiating terms to meet client needs while aligning with bank objectives.

This role requires a proven track record in relationship management, portfolio growth, and strategic advisory with senior stakeholders.

Qualifications

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate banking environment with sales metrics.
• Bachelor’s degree is required; Business Administration, Finance and Accounting preferred.
• Industry knowledge and ability to manage high-value relationships.

Responsibilities

• Develop and manage key client relationships to drive revenue and cross-selling across banking products.
• Lead high-value, complex deals and credit approvals, ensuring alignment with client needs and bank objectives.
• Oversee credit approvals and pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Drive negotiations for high-value transactions and cross-selling opportunities, maintaining strong client engagement.
• Represent the bank at industry forums and conferences to inform strategy and market insights.

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

Bank of Montreal in Los Angeles is seeking a Senior Relationship Manager to grow key client relationships, manage large portfolios, and drive cross-selling across corporate banking products. You will lead structuring of high-value deals and oversee credit approvals, negotiating terms to meet client needs while aligning with bank objectives.

This role requires a proven track record in relationship management, portfolio growth, and strategic advisory with senior stakeholders.