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MD, 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
    Capital Markets, Credit Analyst, Commercial Banking, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 164400 - 285600 USD Yearly USD 164400.00 285600.00 YEAR
Job Description & How to Apply Below

Key Responsibilities

  • Drives growth for the Bank through strategic business development, senior‑level relationship management, and disciplined market coverage execution—expanding the client base through targeted opportunity identification, strategic market focus, and delivery of integrated financial solutions across the Bank.
  • Serves as a trusted advisor and primary escalation point for complex client matters, applying strategic problem‑solving and sound judgment to resolve issues while strengthening long‑term relationships with key and strategic clients.
  • Leads the structuring and execution of high‑value, complex transactions, including acquisition financing, recapitalizations, asset‑based lending (ABL), equipment finance, development capital, syndications, and working capital solutions aligned to client growth strategies and operating models.
  • Manages and grows sophisticated client portfolios, driving cross‑sell penetration, share‑of‑wallet expansion, retention, and profitability while consistently delivering and exceeding business and portfolio performance goals.
  • Represents the Bank at relevant industry forums and conferences, leveraging insights on market, competitive, regulatory, and client trends to inform strategy, guide internal decision‑making, and proactively adjust coverage approaches and solution priorities in a changing environment.
  • Provides strategic leadership across enterprise‑level committees, initiatives, and task forces, serving as a senior resource with deep industry expertise while improving how the organization operates to better support scale, responsiveness, and client outcomes.
  • Partners closely with internal product, credit, risk, and operational teams to define, deliver, and evolve integrated products and solutions that align with client needs, risk parameters, and business strategy.
  • Communicates complex financial, structural, and strategic considerations clearly and effectively to internal and external stakeholders, enabling alignment across teams, informed decision‑making, and effective execution.
  • Ensures adherence to regulatory requirements, internal controls, and compliance policies, applying the Bank’s Risk Management Framework to take measured, risk‑informed decisions that protect assets, uphold risk culture, and support sustainable growth.
  • Fosters strong internal and external networks, influencing how teams collaborate and operate across the enterprise to achieve shared business and client objectives.
  • Broader work or accountabilities may be assigned as required.
Qualifications
  • 10+ years of progressive experience in Relationship Management, Corporate Banking, Commercial Banking, Investment Banking, or a comparable client‑facing role within a regulated financial institution.
  • Demonstrated success in senior‑level client leadership, business development, and execution of complex transactions, including experience supporting clients within the retail fuel and convenience industry.
  • Strong understanding of operating models, growth strategies, and capital needs.
  • Demonstrated capability leading and executing complex financings and related transactions, including acquisition financing, recapitalizations, asset‑based lending (ABL), equipment finance, syndications, and working capital solutions.
  • Strong client coverage or portfolio responsibility experience, including driving cross‑sell outcomes, share‑of‑wallet growth, client retention, and achievement of business and portfolio performance objectives.
  • Bachelor’s degree required; academic background in Business Administration, Finance, Accounting, or related disciplines preferred, or equivalent professional experience.
  • Credit‑qualified professional or demonstrated ability to partner closely with credit and risk teams, with sound judgment in assessing and managing risk in accordance with institutional standards.
  • Demonstrated ability to operate effectively at an enterprise level, influencing stakeholders, contributing to committees and initiatives, and collaborating across product, credit, risk, and operational teams.
  • Strong communication and advisory skills, including the ability to convey complex financial, structural, and strategic concepts…
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