Sr. Relationship Manager, Mid-Market, Commercial Banking

Overview

Final date to receive applications: 04/23/2026. Address: 100 King Street West. Job Family Group:
Commercial Sales & Service. This role facilitates growth for the Bank through business development and management of key client relationships.

• Maintain an outstanding and continuous record of significant revenue generation from sales and syndications.
• Act as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintain strong client relationships.
• Structure complex deals and secure credit approvals, working with internal stakeholders and external partners to optimize revenue.
• Develop new business by contacting prospects and clients, and by cross‑selling Bank products and services that include credit, trust/investment and cash management.
• Review loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank’s risk management standards.
• Develop market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
• Identify key market segments and leverage industry trends to drive business growth and expand the client base.
• Represent the bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making.
• Engage with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions.
• Prepare reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
• Build and maintain strong long‑term relationships with high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structure deals, secure credit approvals, negotiate high‑value transactions, and identify opportunities for cross‑selling.
• Analyze market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Work closely with internal teams and stakeholders to define products, solutions and strategies that best fit client needs.
• Identify share of wallet opportunities.
• Leverage analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluate client returns on a proactive basis.
• Ensure adherence to regulatory requirements, internal controls and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
• Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus.
• Provide specialized consulting, analytical, and technical support.
• Exercise judgment to identify, diagnose and solve problems within given rules.
• Work independently and regularly handle non‑routine situations.
• Broader work or accountabilities may be assigned as needed.

• 7+ 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.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Advanced level of proficiency in product knowledge, regulatory compliance, structuring deals, portfolio management, credit risk assessment, project management, customer service, problem solving, negotiation, customer relationship building.
• Expert level proficiency in financial analysis.

Salary: $69,000.00 – $ per year (salaried). Compensation may vary based on location, skills, experience, education, and qualifications, and may include a commission structure, performance‑based incentives, discretionary bonuses, and other perks. Part‑time compensation is pro‑rated. BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require assistance, please contact your recruiter. BMO is committed to an inclusive, equitable and accessible workplace.