Territory Banking Sales Executive: Relationship & Growth

BMO; Illinois; Remote; 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, listed virtually in Illinois, seeks an experienced Relationship Manager to grow and manage strategic corporate client portfolios. The role focuses on business development, cross-selling financial solutions, and maintaining high-value relationships while ensuring risk and regulatory compliance.

The position requires leadership across cross-functional teams to structure deals, secure credit approvals, and deliver customer-focused financial strategies that align with bank

Qualifications

• 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar banking environment with sales metrics is preferred.
• 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.
• Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
• Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Identifies share of wallet opportunities.
• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.

Skills

Relationship Management

Account Management

Portfolio Management

Negotiation

Customer Service

Financial Analysis

Education

Bachelor's degree in Business Administration/Finance

Job description

BMO Financial Group, listed virtually in Illinois, seeks an experienced Relationship Manager to grow and manage strategic corporate client portfolios. The role focuses on business development, cross-selling financial solutions, and maintaining high-value relationships while ensuring risk and regulatory compliance.

The position requires leadership across cross-functional teams to structure deals, secure credit approvals, and deliver customer-focused financial strategies that align with bank