VP SBA Banking Advisor: Growth & Complex Deals

BMO Harris Bank; Greenwood Village (CO); On-site; USD 89,000 - 166,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a Senior Relationship Manager to grow strategic client relationships in Colorado. You will manage high-value portfolios, structure complex deals, and secure credit approvals while collaborating with internal teams to cross-sell credit, trust, and cash-management solutions.

Advanced skills in negotiation, problem solving, and financial analysis will drive client outcomes within the bank's risk framework.

Qualifications

• 7+ years of relevant experience in Relationship Management or Portfolio Management in a corporate banking environment with sales metrics preferred.
• Bachelor's degree required; Business Administration, Finance and Accounting preferred.
• Credit qualifications and associated credit knowledge per portfolio requirements (if applicable).
• Deep knowledge and technical proficiency gained through education and business experience.

Responsibilities

• Acts as escalation point for complex client issues and maintains strong client relationships.
• Structures deals and secures credit approvals with internal and external stakeholders.
• Develops new business by contacting prospects and cross-selling bank products and services.
• Reviews loan applications and cash management service agreements for accuracy and risk alignment.
• Develops market strategies and identifies opportunities to expand client portfolios.
• Represents bank at industry forums and collaborates with senior leadership to drive strategic decisions.

Skills

Relationship Management

Negotiation

Customer Service

Problem Solving

Project Management

Financial Analysis

Portfolio Management

Credit Risk Assessment

Education

Bachelor's degree

Business Administration

Finance/Accounting

Job description

BMO Financial Group seeks a Senior Relationship Manager to grow strategic client relationships in Colorado. You will manage high-value portfolios, structure complex deals, and secure credit approvals while collaborating with internal teams to cross-sell credit, trust, and cash-management solutions.

Advanced skills in negotiation, problem solving, and financial analysis will drive client outcomes within the bank's risk framework.