Director, Senior Relationship Manager

Director Level Senior Relationship Manager

We are seeking a Director level Senior Relationship Manager within our San Francisco Bay Area Diversified Industries Group covering middle-market businesses ($50MM - $5B revenue). The Director will be an experienced RM and business developer with a strong presence in the Bay Area Market leveraging a strong local network, including an existing client base and prospect relationships to drive profitable new client acquisition.

Broad client coverage leverages our industry expertise across the Food, Engineering & Construction, Technology, and the Health Care sectors. Candidates with backgrounds in leveraged lending and financial sponsor coverage will be prioritized.

The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience.

In addition, the RM will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets.

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 include:

• Acting as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
• Leading the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs.
• Overseeing credit approvals and driving pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Driving negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
• Managing high-value client portfolios, driving cross-selling, retention, and profitability.
• Implementing cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
• Leading market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
• Representing the bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Engaging with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
• Delivering reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
• Driving strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
• Building and maintaining 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.
• Structuring deals, securing credit approvals, negotiating high-value transactions, and identifying opportunities for cross-selling.
• Analyzing market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Working closely with internal teams and stakeholders to define products, solutions, and strategies that best fit clients' needs.
• Identifying share of wallet opportunities.
• Leveraging analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluating client returns on a proactive basis.
• Ensuring adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
• Operating at a group/enterprise-wide level and…