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Director, Relationship Management - Diversified Industries

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: BMO
Full Time position
Listed on 2026-01-04
Job specializations:
  • Business
    Business Development, Business Management
Job Description & How to Apply Below

Final date to receive applications: 11/27/2025

Address: 320 S Canal Street

Job Family Group:
Commercial Sales & Service

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.
  • Broader work or accountabilities may be assigned as needed.
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 and Expert Proficiencies
  • Advanced level of proficiency:
    Project Management
  • Advanced level of proficiency:
    Change Management
  • Expert level of proficiency:
    Product Knowledge
  • Expert level of proficiency:
    Regulatory Compliance
  • Expert level of proficiency:
    Structuring Deals
  • Expert level of proficiency:
    Portfolio Management
  • E…
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