Emerging Middle Market Relationship Manager, Vice President
$122.4k - $228kBank of Montreal
Job Overview BMO is the 8th largest bank in North America with aggressive growth ambitions. The Emerging Middle Market segment focuses on companies with $10MM‑$50MM in revenue. This role facilitates growth for the bank through business development and management of key client relationships within that segment. Responsibilities Facilitates growth for the bank through business development and management of key client relationships. Maintains an outstanding 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 while 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 the bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products. Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to leadership on team performance, client satisfaction, market trends, and key strategic initiatives. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements. Builds and maintains strong long‑term relationships with high‑value and strategic clients. 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. 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 complex, non‑routine problems. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying the Risk Management Framework in the execution of the role, in line with the risk culture and approved risk appetite. Make sound and risk‑informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws, and regulations. Qualifications 10+ years of experience in Relationship Management, Account Management, or Portfolio Management in a corporate or similar segmented banking environment with sales metrics. 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 in Project Management and Change Management; expert level proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building. Salary & Compensation Salary: $122,400.00 – $228,000.00 – Pay Type: Salaried. The range 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. The total compensation package may include performance‑based incentives, discretionary bonuses, and other perks and rewards. Benefits BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Employment Opportunity Statement 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. #J-18808-Ljbffr Bank of Montreal
$88.8k - $165.6k
...future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in... ...in sales and in maintaining relationships. Continued growth of the team provides... ...Bank through business development and management of key client relationships. Maintains...SuggestedContract workPart timeWork experience placementLocal area$88.8k - $165.6k
...and maintain strong client relationships. Structure complex deals and... ..., trust/investment and cash management. Review loan applications and... ...standards. Develop market strategies to align with business... ...on trends, competition, and emerging products to drive strategic...SuggestedWork experience placementLocal area$122.4k - $228k
...Business Development Executive The Business Development Executive will support the Emerging Middle Market team by serving as a strategic partner to Relationship Managers and market leadership. This individual will help strengthen BMO's market presence by supporting...SuggestedPart timeWork experience placementLocal areaShift work- A leading financial institution located in Portland, Oregon is seeking a Relationship Executive within its Emerging Middle Market Banking team. The role involves acquiring clients and managing ongoing relationships within companies earning $20 to $100 million. Candidates...Suggested
- ...sustainable future, and an inclusive society. The Business Development Executive will support the Emerging Middle Market team by serving as a strategic partner to Relationship Managers and market leadership. This individual will help strengthen BMO's market presence by...SuggestedShift work
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...importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Middle Market Senior Commercial Relationship Manager , you'll work with businesses generating up to $500 million in annual revenue, helping them grow through...Local areaRemote work- ...Relationship Executive If you are customer-focused, enjoy building relationships, and... ...you. As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal... ...skills and the ability to manage, prioritize, work under pressure and...Local areaFlexible hours
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- ...join their team in Lake Oswego, Oregon. You will be responsible for facilitating growth through business development, managing key client relationships, and leading complex transactions while ensuring client advocacy. The role requires over 10 years of experience in a corporate...
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- ...Oswego, Oregon. This role focuses on strengthening the bank's market presence through strategic partnerships and effective business... ...candidate will possess strong problem-solving and negotiation skills, managing high-value client portfolios and delivering customized...
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...has an opportunity for an Emergency Medicine Executive WA/OR/ID/... ...establishing solid business relationships in emergency medicine care settings... ...~ Steering customer change management from product implementation... ...innovate based upon market and customer feedback. ~...Work at officeLocal areaRemote workWorldwideShift work- ...is seeking a skilled Commercial Banker in Portland, Oregon. This role focuses on building and maintaining financial relationships within the Middle Market and requires deep knowledge of commercial banking products. An ideal candidate has over five years of lending...
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A leading brokerage firm in Portland, Oregon is seeking a client manager to provide strategic guidance to Middle Market clients. Responsibilities include managing client relationships, servicing existing accounts, and developing new business opportunities. The ideal candidate...- Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. This... ...may be assigned. Summary The Client Services Manager is a key middle-management position responsible for leading and supporting...Work at office
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