Strategic Relationship Leader - Corporate Banking

Bank of Montreal; Chicago (IL); 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

BMO Financial Group in Chicago seeks a Senior Relationship Manager to drive growth with key clients, structure complex deals, and manage portfolios. You will coordinate credit approvals, negotiate terms, and lead cross-selling initiatives while collaborating with senior leaders to align with bank objectives.

The role requires extensive relationship management experience and a track record of strategic client advisory in a corporate banking environment.

Qualifications

• 10 years of experience in Relationship/Account/Portfolio Management with sales metrics.
• Bachelor’s degree required; business/finance/accounting preferred.
• Credit qualifications and knowledge for credit portfolio roles.

Responsibilities

• Lead structuring of high-value deals and credit approvals.
• Oversee credit approvals and pricing coordination as client advocate.
• Drive cross-selling and manage high-value client portfolios.
• Represent bank at industry forums and conferences.
• Deliver reports on performance, market trends, and strategic initiatives.

Skills

Relationship management

Account management

Portfolio management

Negotiation

Credit risk assessment

Stakeholder management

Customer service

Cross-selling

Strategic advisory

Problem solving

Leadership

Education

Bachelor's degree in Business Administration/Finance/Accounting

Job description

BMO Financial Group in Chicago seeks a Senior Relationship Manager to drive growth with key clients, structure complex deals, and manage portfolios. You will coordinate credit approvals, negotiate terms, and lead cross-selling initiatives while collaborating with senior leaders to align with bank objectives.

The role requires extensive relationship management experience and a track record of strategic client advisory in a corporate banking environment.