VP, Emerging Middle Market Relationships

BMO U.S.; Phoenix (AZ); On-site; USD 89,000 - 166,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life and accident insurance

Retirement savings plans

Job summary

BMO Financial Group in Phoenix seeks an experienced Relationship Manager to grow a high-value client portfolio and drive revenue through cross-selling credit, trust/investment, and cash management solutions.

The role emphasizes building long-term client relationships, structuring complex deals, and partnering with internal teams to meet risk and regulatory standards while pursuing aggressive growth.

Qualifications

• 7+ years of experience in Relationship Management, Account Management or Portfolio Management in a corporate banking environment with sales metrics.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Credit qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Responsibilities

• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
• Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
• Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
• 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.
• Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
• Identifies market segments and leverages industry trends to drive business growth and expand the client base.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Identifies share of wallet opportunities.

Skills

Product Knowledge

Regulatory Compliance

Structuring Deals

Portfolio Management

Credit Risk Assessment

Project Management

Customer Service

Problem Solving

Negotiation

Customer Relationship Building

Financial Analysis

Education

Bachelor's degree in Business/Finance/Accounting

Job description

BMO Financial Group in Phoenix seeks an experienced Relationship Manager to grow a high-value client portfolio and drive revenue through cross-selling credit, trust/investment, and cash management solutions.

The role emphasizes building long-term client relationships, structuring complex deals, and partnering with internal teams to meet risk and regulatory standards while pursuing aggressive growth.