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Director, Relationship Manager - Fuel Services

Job in San Rafael, Marin County, California, 94911, USA
Listing for: Bank of Montreal
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 122400 - 228000 USD Yearly USD 122400.00 228000.00 YEAR
Job Description & How to Apply Below

Responsibilities

Facilitate growth for the bank through business development and management of key client relationships.

Maintain a record of significant revenue generation through sales and syndications and act as an escalation point for complex client issues.

Lead structuring of high‑value, complex deals, oversee credit approvals, drive pricing coordination and negotiate to ensure client needs align with bank objectives.

Manage high‑value client portfolios, drive cross‑selling, retention, and profitability, and implement initiatives that transition opportunities into revenue‑generating sales.

Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals; represent the bank at industry forums and conferences.

Engage with senior leadership and cross‑functional teams to align strategies and deliver reports on performance, client satisfaction, market trends, and strategic initiatives.

Provide strategic advisory on loan products, options, rates, terms, and collateral requirements, and build long‑term relationships with high‑value clients.

Analyze market trends and industry developments, nurture portfolio growth, and ensure regulatory compliance and risk mitigation at the enterprise level.

Key Proficiencies
  • Project Management
  • Change Management
  • Product Knowledge
  • Regulatory Compliance
  • Structuring Deals
  • Portfolio Management
  • Credit Risk Assessment
  • Customer Service
  • Stakeholder Management
  • Negotiation
  • Customer Relationship Building
Qualifications

10+ years of experience in relationship, account, or portfolio management within a corporate or segmented banking environment with sales metrics.

Bachelor’s degree in Business Administration, Finance, Accounting, or a related discipline. Other related experience may be considered.

For credit‑qualifiable roles, appropriate credit qualifications and knowledge in accordance with portfolio requirements and standards are required.

Salary & Benefits

Salary range: $ – $ (salaried). Pay may vary based on location, skills, and experience and may include commissions and performance incentives.

Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Equal 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 providing reasonable accommodations to individuals with disabilities.

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