Senior Relationship Manager - Commercial Mid-Market

Location: Mercier Southeast

Final date to receive applications:
01/08/2026

Address:
2340A boulevard Lapiniere

Job Family Group:
Commercial Sales & Service

Corporate Finance Team Overview:

The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers 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 $1,500,000 or more on bilateral basis.

Job Overview

The Senior Relationship manager manages jointly with an analyst a commercial lending portfolio, originate new clients and coordinates with other partners as an integral part of a larger coverage team that maintains strong client relationships.
Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.).
Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.

• Participates and provides leadership in Bank and community activities to increase Bank’s brand visibility and to enhance new business opportunities.

• Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.

• May coordinate closing with closing department, clients and attorneys.

• Serves as a daily escalation resource to ensure client expectations are met or exceeded.

• Advises clients on loan products, options, rates, terms and collateral requirements.

• May advise business clients on cash management/deposits solutions.

• Advises clients, where possible, on business management and other financial matters.

• Develops and manages Commercial banking relationships, plans for prospective clients;

• may include focused calling and pipeline management activities.

• Acts as the prime subject matter expert for internal/external stakeholders.

• Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.

• Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.

• Monitors and tracks performance, and addresses any issues.

• Ensures proper documentations for loans and cash management services.

• Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.

• Evaluates and structures loan requests, determining appropriate documentation for Approved loans.

• Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.

• Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.

• Follows up after closing to insure all documents are completed and filed.

• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation time frames and requirements.

• Gathers data to advance sale process and completes all required documentation.

• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.

• Tracks implementation requests to keep the process on track with timelines.

• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.

• Compiles pre-call and post call…