Vice President, Relationship Manager - National Industries / Specialty Banking
$122.4k - $228kBmo
Job Title
Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Responsibilities:
- 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 and credit approvals, 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.
- Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
- 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.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
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 knowledge.
Advanced level of proficiency:
- Project Management
- Change Management
Expert level of proficiency:
- Product Knowledge
- Regulatory Compliance
- Structuring Deals
- Portfolio Management
- Credit Risk Assessment
- Customer Service
- Stakeholder Management
- Negotiation
- Customer Relationship Building
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, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to View email address on click.appcast.io and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Bmo- ...Workplace Advisory Solutions, Relationship Manager - Vice President, Newport Beach, CA Your... ..., investment management, banking and comprehensive advice... ...and/or financial industry preferred Strong organization... ...race, color, religion, sex, national origin, age, veterans...Suggested
- ...Client Service Manager – VP in Securities ServicesAt J.P. Morgan... ...opportunity to build strong relationships with our clients and ensure... ...are a leader in investment banking, consumer and small business... ...including race, religion, color, national origin, gender, sexual...Suggested
- ...California, Inc. (NYSE: BANC) is a bank holding company with over... ...California is one of the nation’s premier relationship-based business banks,... ...banking and treasury management services to small, middle... ...Community Association Management industry nationwide through its...SuggestedFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
$111.41k - $189.74k
RELATIONSHIP MANAGER SENIOR SPECIALTY DEPOSITSWHAT IS THE OPPORTUNITY?The Specialty Deposits Relationship... ...Escrows business segments for City National Bank. This key position is responsible... ...sources, and other professionals in the industry.Develop a strong understanding of...SuggestedFor contractorsRemote work- .... (NYSE: BANC) is a bank holding company with... ...California is one of the nation’s premier relationship-based business banks... ...and treasury management services to small, middle... ...Management industry nationwide through its... ...processing, spreadsheet and specialty software...SuggestedFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
- .... (NYSE: BANC) is a bank holding company with... ...California is one of the nation’s premier relationship-based business banks... ...and treasury management services to small, middle... ...Management industry nationwide through its... ...Business Banking, and Specialty Banking, CRE/Loan Servicing...Full timeTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours
- ...moving environment.As a Vice President, Delivery Management in Information... ...automation aligned to industry best practices.... ...operations, supplier relationship and risk management... ...in investment banking, consumer and small... ..., religion, color, national origin, gender, sexual...Contract work
$169.41k - $209.27k
Job Title:Senior Vice President- Commercial BankingLocation... ...- Commercial Banking, you'll be... ...business from those relationships. Key... ...current economic and industry trends.Gather all... ...request to senior management or Loan Committee... ..., religion, age, nation origin, marital status...Full time- ...Senior Vice President of Consumer Lending About the Company... ...in the southwest U.S. Industry Banking Type Non Profit Founded... ...& Mortgages Banking Specialties financial services banking... ...background in credit management and a deep understanding...
$83.92k - $125.88k
...WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned... ...Integrates subject matter and industry expertise within a defined... ...and understand a client's banking, credit and investment needs... ...orientation, gender identity, national origin, disability, status...Full timeWork at office$140k - $235k
...Bank Of America Senior Relationship Manager At Bank of America, we are guided by a common purpose to help make... ...training modules, engaging in national and local leader and peer coaching... ...corporation, organization, and the related industry in addition to their strategy and...Work experience placementWork at officeLocal areaFlexible hoursShift workDay shift$147k - $250k
...Middle Market Banking Relationship ManagerServes as the key banking relationship manager for assigned middle market client relationships... ...s or prospect's business and industry. Performs client reviews to... ...regard to race, color, national origin, religion, sex, age, sexual...- ...California, Inc. (NYSE: BANC) is a bank holding company with over... ...California is one of the nation's premier relationship-based business banks,... ...banking and treasury management services to small, middle... ...Community Association Management industry nationwide through its...Work at officeLocal areaImmediate startFlexible hours
$147k - $250k
...Middle Market Banking Relationship ManagerServes as the key banking relationship manager for assigned middle market client relationships... ...s or prospect's business and industry. Performs client reviews to... ...regard to race, color, national origin, religion, sex, age, sexual...$149.3k - $184.43k
Job Title Vice President, Commercial Banking - Commercial Location Costa... ...business from those relationships. Key... ...current economic and industry trends. Gather all... ...request to senior management or Loan Committee for... ...color, religion, age, national origin, marital status...- ...Associate Vice President, Operational Risk, Information... ...services organization Industry Financial Services... ...Services B2C Banking Care Credit Carecredit... ...Financing Specialties financial services... ...information security and risk management concepts, experience...
$82.1k - $172.5k
...Commercial Relationship Manager Make banking a Fifth Third better® We connect great people to great opportunities... ...Attend community and/or specific industry forums, conferences and/or meetings... ...92626 Fifth Third Bank, National Association is proud to have an engaged...Work experience placementWork at officeLocal area- ...Morgan's U.S. Private Bank. If you have an entrepreneurial... ..., preserving and managing their wealth. You will... ...and maintain relationships with clients by earning... ...race, religion, color, national origin, gender, sexual... ...Wealth Management delivers industry-leading investment...Temporary workWork experience placementLocal area
$116k - $216k
...CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted... ...which includes traditional bank products and capital markets... ...the context of the current industry/economic climate, and then crafting... ..., gender identity, national origin, age, genetic information...Permanent employmentFull timeInterim roleWork at officeFlexible hoursNight shift$140k - $235k
...Bank Of America Financial Solutions Advisor At Bank of America... ..., and maintaining profitable relationships, collaborating with teammates... .... Responsibilities Manages an extensive portfolio of complex... ...conditions of companies and industry trends Collaborates with...Work experience placementWork at officeLocal areaShift workDay shift- ...Chase. As part of Risk Management and Compliance, you... ...and maintain strong relationships with internal business... ...tools · Monitor industry trends and best... ...leader in investment banking, consumer and small business... ..., religion, color, national origin, gender,...
- ...California, Inc. (NYSE: BANC) is a bank holding company with over... ...California is one of the nation’s premier relationship-based business banks,... ...banking and treasury management services to small, middle... ...Community Association Management industry nationwide through its...Full timeLocal areaImmediate startFlexible hours
- ...California, Inc. (NYSE: BANC) is a bank holding company with over... ...California is one of the nation’s premier relationship-based business banks,... ...banking and treasury management services to small, middle... ...Community Association Management industry nationwide through its...Full timeWork at officeLocal areaImmediate startFlexible hours
$210k - $275k
...alternative application process. Vice President of Finance Regular Full... ..., budgeting, treasury management, risk management,... ...leadership team, leveraging deep industry expertise in trucking,... ...liquidity, debt structure, banking relationships, and capital resources....Full timeContract workWork at officeLocal areaMonday to FridayAfternoon shift- ...Associate Vice President, Acquisition Fraud Strategy & Model... ...organization Industry Financial Services... ...Professional Services B2C Banking Care Credit... ...Financing Specialties financial services... ...problem-solving. Hiring Manager Title VP, Acquisition...
- ...California, Inc. (NYSE: BANC) is a bank holding company with over... ...California is one of the nation’s premier relationship-based business banks,... ...banking and treasury management services to small, middle... ...Community Association Management industry nationwide through its...Permanent employmentFull timeWork experience placementLocal areaImmediate startFlexible hours
$100.37k - $123.98k
Job Title:Assistant Vice President, Portfolio Manager, Sponsor FinanceLocation... ...compliance with the Bank's lending policies... ...along with the Relationship Manager, a financing... ...rules and regulations, industry standards and practices... ..., religion, age, nation origin, marital status...Full time- Job Description:Bank of America is looking for a Sr. Relationship Manager to join our Global Commercial Banking Business Banking team. The Business Banking segment... ...analyze financial conditions of clients and the industry trends. Must have excellent verbal and written...Immediate startDay shift
$140k - $235k
Job Description:At Bank of America, we are guided by a common purpose to help make... ...Healthcare segment is seeking a Senior Relationship Manager to join our team in Southern California... ...focuses on the middle‑market healthcare industry, providing traditional banking, capital...Full timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...Select how often (in days) to receive an alert: Relationship Manager IV - CRE Bkg Areas of Interest: Commercial Banking, CRE Pay Transparency Salary Range: Not... ...without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Relationship Manager - National Industries / Specialty Banking. Be the first to apply!
- senior vice president of operations Newport Coast, CA
- vice president of field operations Newport Coast, CA
- business banking Newport Coast, CA
- banking Newport Coast, CA
- security officer bank Newport Coast, CA
- bank Newport Coast, CA
- commercial banking Newport Coast, CA
- financial banking Newport Coast, CA
- banking operations Newport Coast, CA
- banking sales Newport Coast, CA


