Director, Relationship Manager

Application Deadline:

12/21/2025

Address:

320 S Canal Street

Job Family Group:

Commercial Sales & Service

This role supports BMO's National Industries Team (NIT) within the Commercial Bank. NIT provides national coverage of a diversified client base, notably mid-corporate companies across the United States.

Facilitates growth for the Bank through business development and management of key client relationships for mid-corporate and larger businesses across the United States, industry focus is beneficial. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.  

• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
• Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. 
• Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Drives negotiations for high-value, complex transactions, ensuring deals are structured to meet client needs.
• Manages high-value client portfolios, driving cross-selling, retention, and profitability.
• Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
• Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
• 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.
• Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
• 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.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented 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. 
• If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Seasoned professional with a combination of education, experience and industry.

Expert level of proficiency:

• Proven Record of New Business Development
• Product Knowledge of Commercial and Investment Banking Products
• Structuring Deals
• Customer Relationship Building
• Customer Service
• Negotiation
• Credit Risk Assessment
• Portfolio Management
• Stakeholder Management
• Regulatory Compliance

Salary:

$122,400.00 - $228,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experien