Senior Relationship Manager, Commercial Banking

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 Senior Relationship Manager 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.
• 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.
• Driving negotiations for high-value transactions and credit approvals.
• Managing high-value client portfolios, driving cross-selling, retention, and profitability.
• Implementing cross-selling initiatives and driving client engagement.
• 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.
• Delivering reports to the bank’s leadership on team performance and market trends.
• Driving strategic advisory on loan products and ensuring tailored solutions.
• Building and maintaining strong long-term relationships with high-value clients.
• 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 include:

• 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: $80,000.00 - $160,000.00. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.

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.