Senior Relationship Manager, Commercial Banking in Ottawa

The Corporate Finance team within Canadian Commercial Banking is part of BMO Financial Group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross-selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more, both on a syndicated and bilateral basis.

The Sales Director, Corporate Finance manages a commercial lending portfolio and supports the origination of new clients, coordinating with other products as an integral part of a larger coverage team that maintains strong client relationships. Responsibilities include:

• Facilitating growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross-selling other products.
• Maintaining an outstanding record of significant revenue generation from sales and syndications.
• Acting as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts.
• Leading the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs.
• Overseeing credit approvals and driving pricing coordination, acting as the primary client advocate.
• Driving negotiations for high-value transactions and ensuring deals are structured to meet client needs.
• Managing high-value client portfolios, driving cross-selling, retention, and profitability.
• Implementing cross-selling initiatives, driving client engagement and transitioning opportunities into revenue-generating sales.
• Leading market coverage strategies to expand portfolios and identify opportunities.
• Representing the bank at industry forums and conferences.
• Engaging with senior leadership and cross-functional teams to align strategies and address client needs.
• Delivering reports to the bank’s leadership on team performance, client satisfaction, and market trends.
• Driving strategic advisory on loan products, options, rates, terms, and collateral requirements.
• Building and maintaining strong long-term relationships with high-value clients.
• Structuring deals, securing credit approvals, negotiating high-value transactions, and identifying opportunities for cross-selling.
• Analyzing market trends and competitive positioning to inform client solution strategies.
• Working closely with internal teams to define products and strategies that fit clients’ needs.
• Ensuring adherence to regulatory requirements and compliance policies.
• Applying expertise to address unique situations and find solutions to complex problems.
• Implementing changes in response to shifting trends.

Qualifications:

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate banking environment.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Advanced level of proficiency in Project Management and Change Management.
• Expert level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building.

Salary: $85,500.00 - $185,000.00. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.

BMO Financial Group’s total compensation package may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to help you make an impact from day one – for yourself and our customers.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.