Talent.com
Senior Relationship Manager, Commercial (Emerging Middle Market)
Senior Relationship Manager, Commercial (Emerging Middle Market)Bank of Montreal • San Francisco, California, USA
Senior Relationship Manager, Commercial (Emerging Middle Market)

Senior Relationship Manager, Commercial (Emerging Middle Market)

Bank of Montreal • San Francisco, California, USA
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Application Deadline :

12 / 14 / 2025

Address : 180 Montgomery St.

Job Family Group :

Commercial Sales & Service

Additional Job Description

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose : to Boldly Grow the Good in business and life. Our Purpose informs our strategy drives our ambition and reinforces our commitments to progress : for a thriving economy a sustainable future and an inclusive society.

The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network established in the market place and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank.

Ideal candidate 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.

  • Acts as an escalation point for complex client issues using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Structures complex deals and secures credit approvals working with internal stakeholders and external partners to optimize revenue.
  • Develops new business by contacting prospects and clients and by cross-selling Bank products and services that include credit trust / investment and cash management.
  • Reviews loan applications and cash management service agreements ensuring accuracy completeness and alignment with the banks risk management standards.
  • Develops market strategies to align with business goals identifying opportunities and expanding client portfolios.
  • Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
  • 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.
  • Prepares reports on team performance client satisfaction and market trends for senior executives providing insights and recommendations for strategic adjustments.
  • Builds and maintains strong long-term relationships with the banks 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.
  • Focus is primarily on business / group within BMO; may have broader enterprise-wide focus.
  • Provides specialized consulting analytical and technical support.
  • Exercises judgment to identify diagnose and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • 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.
  • Bachelors 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 :

  • Product Knowledge
  • Regulatory Compliance
  • Structuring Deals
  • Portfolio Management
  • Credit Risk Assessment
  • Project Management
  • Customer Service
  • Problem Solving
  • Negotiation
  • Customer Relationship Building
  • Expert level of proficiency :

  • Financial Analysis
  • Salary :

    $88800.00 - $165600.00

    Pay Type : Salaried

    The above represents BMO Financial Groups pay range and type.

    Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

    BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit : Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

    As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

    To find out more visit us at 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 working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an e-mail to and let us know the nature of your request and your contact information.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.

    Required Experience :

    Manager

    Key Skills

    Forecasting,Hyperion,Cost Management,Construction Estimating,QlikView,Bus Driving,Analysis Skills,HubSpot,Salesforce,Market Research,negotiation,Financial Planning

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 88800 - 165600

    serp_jobs.job_alerts.create_a_job

    Commercial Relationship Manager • San Francisco, California, USA

    Job_description.internal_linking.related_jobs
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Richmond, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Project Manager

    Senior Project Manager

    Kitchell • San Mateo County, CA, US
    serp_jobs.job_card.full_time
    Kitchell seeks an experienced and dedicated.Provide onsite PM / CM Services as an owner’s representative on a large Division of the State Architect (DSA) k-12 Education Market Sector program.Pr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Manager of Commercial Banking

    Manager of Commercial Banking

    First Citizens Bank • San Mateo, CA, US
    serp_jobs.job_card.full_time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Manager of Co...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Banking Relationship Manager (SB)

    Business Banking Relationship Manager (SB)

    Bank of America • Redwood City, CA, United States
    serp_jobs.job_card.full_time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Dermatology Physician- San Francisco / Bay Area

    Dermatology Physician- San Francisco / Bay Area

    Golden State Dermatology • Albany, CA, United States
    serp_jobs.job_card.full_time
    Golden State Dermatology (GSD) is led and majority owned by physicians, we have assembled a team of renowned experts committed to providing the ultimate patient experience.Offering an independent m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Retail Relationship Banker

    Retail Relationship Banker

    BMO Financial • Menlo Park, California, United States
    serp_jobs.job_card.part_time
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Commercial Banking Relationship Manager - Portfolio Growth

    Senior Commercial Banking Relationship Manager - Portfolio Growth

    U.S. Bank • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    A major financial institution in San Francisco is seeking a Commercial Banking Relationship Manager.This role involves managing a complex portfolio of commercial loans, nurturing existing business ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Senior Relationship Banker

    Senior Relationship Banker

    East West Bancorp • San Francisco, CA, US
    serp_jobs.job_card.full_time
    Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ban...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Relationship Manager, Commercial (Emerging Middle Market)

    Senior Relationship Manager, Commercial (Emerging Middle Market)

    BMO U.S. • San Francisco, CA, United States
    serp_jobs.job_card.full_time +1
    Senior Relationship Manager, Commercial (Emerging Middle Market).Senior Relationship Manager, Commercial (Emerging Middle Market). Be among the first 25 applicants.BMO is the 8th largest bank in Nor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Distribution Manager II

    Distribution Manager II

    Bio-Rad Laboratories • Richmond, CA, United States
    serp_jobs.job_card.full_time
    Reporting to the America's Logistics Director has overall responsibility for leadership of Bio-Rad's key Distribution Center in Richmond CA, delivering cost and service results in alignment with th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Manager, Cloud Engineering

    Senior Manager, Cloud Engineering

    PG Forsta • Emeryville, CA, United States
    serp_jobs.job_card.full_time
    PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Manager

    Relationship Manager

    Bank of San Francisco • San Francisco, CA, US
    serp_jobs.job_card.full_time
    Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a.Relationship Manager,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Consumer & Business Banking Senior Relationship Banker, Belmont, MA

    Consumer & Business Banking Senior Relationship Banker, Belmont, MA

    Banco Santander SA • Belmont, CA, United States
    serp_jobs.job_card.full_time
    Relationship Banker, Belmont, MACountry : United States of America • •Your Journey Starts Here : • •Santander is a global leader and innovator in the financial services industry.We believe that our emplo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Not-for-Profit Banking Relationship Manager

    Senior Not-for-Profit Banking Relationship Manager

    JPMorgan Chase Bank, N.A. • San Francisco, California, United States
    serp_jobs.job_card.full_time
    A leading financial services firm in San Francisco seeks a Business Relationship Manager Senior Not-for-Profit to manage client relationships and develop tailored business strategies.The ideal cand...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship Manager III (Commercial Loan Officer III)

    Client Relationship Manager III (Commercial Loan Officer III)

    United Business Bank • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    San Francisco 13 - San Francisco, CA.Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Dermatologist Position in the San Francisco Bay Area of California

    Dermatologist Position in the San Francisco Bay Area of California

    CompHealth • Albany, CA, United States
    serp_jobs.job_card.permanent
    Ranges shown should be used as an estimate and are affected by many factors including the critical need of the position, your overall experience and qualifications, and other considerations.Please ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    General Dermatology (Contract)

    General Dermatology (Contract)

    Kaiser Permanente - The Permanente Medical Group, Inc. -Northern California • Redwood City, CA, United States
    serp_jobs.job_card.full_time
    General Dermatology (Contract) Opportunity Available in Redwood City, CA.The Permanente Medical Group, Inc.Northern and Central California and an 80-year tradition of providing quality medical care...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Relationship Manager, Commercial (Emerging Middle Market)

    Senior Relationship Manager, Commercial (Emerging Middle Market)

    Hispanic Alliance for Career Enhancement • San Francisco, CA, United States
    serp_jobs.job_card.part_time
    Application Deadline : 12 / 14 / 2025.Job Family Group : Commercial Sales & Service.BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted