Emerging Middle Market Relationship Manager, Director
Not Disclosed•Full-TimeOn-site
location_on7919, Herschel Avenue, Village of La Jolla, La Jolla, San Diego, San Diego County, California, 92037, United States
About the Team
BMO is the 8th largest bank in North America and the 4th largest commercial lender, driven by a single purpose: to Boldly Grow the Good in business and life. This purpose informs our strategy and reinforces our commitment to a thriving economy, a sustainable future, and an inclusive society.
The Emerging Middle Market segmentation targets companies with revenues between $10MM and $50MM. You will join a tight-knit team of energetic collaborators experienced in sales and relationship management. As the team continues to grow, this role offers a unique opportunity to help build a highly valued segment within a stable and thriving bank.
Work location
Work model: On-site
7919, Herschel Avenue, Village of La Jolla, La Jolla, San Diego, San Diego County, California, 92037, United States
San Diego, California
Key Responsibilities
- check_circleManage high-value client portfolios to drive cross-selling, retention, and profitability
- check_circleLead the structuring of high-value complex deals and credit approvals
- check_circleFacilitate business development and maintain key client relationships
- check_circleDrive negotiations for high-value transactions and credit approvals
- check_circleImplement cross-selling initiatives to transition opportunities into revenue
- check_circleDeliver reports on team performance, client satisfaction, and market trends to leadership
- check_circleEnsure adherence to regulatory requirements and internal compliance policies
- check_circleProvide strategic advisory on loan products, rates, terms, and collateral requirements
- check_circleRepresent the bank at industry forums to leverage market trends and competition insights
- check_circleEngage with senior leadership to align strategies and address client needs
Requirements
- verified10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management
- verifiedBachelor's degree required
- verifiedBusiness Administration, Finance and Accounting preferred
- verifiedCredit Qualifications and associated credit knowledge and skills if a Credit Qualifiable role
Nice to Have
Bachelor's degree in Business Administration, Finance, or Accounting. 10+ years of relevant experience in Relationship Management, Account Management, or Portfolio Management in a corporate or similar segmented banking environment with sales metrics.
Benefits & Perks
check_circleHealth insurance, accident insurance, and life insurancecheck_circleTuition reimbursement programcheck_circleRetirement savings planscheck_circlePerformance-based incentives and discretionary bonuses
Similar Job Opportunities
Skills, education and keywords
Skills: Project Management, Change Management, Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation.
Education: Bachelor's degree required in Business Administration; Bachelor's degree required in Finance; Bachelor's degree required in Accounting.
Frequently asked questions about Emerging Middle Market Relationship Manager, Director at BMO
What does a Emerging Middle Market Relationship Manager, Director at BMO do?expand_more
A Emerging Middle Market Relationship Manager, Director at BMO is responsible for the following: Manage high-value client portfolios to drive cross-selling, retention, and profitability; Lead the structuring of high-value complex deals and credit approvals; Facilitate business development and maintain key client relationships; and Drive negotiations for high-value transactions and credit approvals.
What are the requirements for this Emerging Middle Market Relationship Manager, Director role?expand_more
BMO is looking for candidates who meet the following requirements: 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management; Bachelor's degree required; Business Administration, Finance and Accounting preferred; and Credit Qualifications and associated credit knowledge and skills if a Credit Qualifiable role.
Where is the Emerging Middle Market Relationship Manager, Director role at BMO located?expand_more
Emerging Middle Market Relationship Manager, Director at BMO is based in 7919, Herschel Avenue, Village of La Jolla, La Jolla, San Diego, San Diego County, California, 92037, United States. This is a on-site role.
Is this Emerging Middle Market Relationship Manager, Director job remote, hybrid, or on-site?expand_more
BMO has listed this Emerging Middle Market Relationship Manager, Director role as on-site.
How much experience is required for this Emerging Middle Market Relationship Manager, Director role?expand_more
Emerging Middle Market Relationship Manager, Director at BMO typically requires 10+ years of relevant experience at the lead level.
What skills do you need for the Emerging Middle Market Relationship Manager, Director role at BMO?expand_more
Key skills for Emerging Middle Market Relationship Manager, Director at BMO include Project Management; Change Management; Product Knowledge; Regulatory Compliance; Structuring Deals; Portfolio Management; Credit Risk Assessment; and Customer Service.
What education is required for Emerging Middle Market Relationship Manager, Director at BMO?expand_more
Educational requirements for this role: Bachelor's degree required in Business Administration; Bachelor's degree required in Finance; and Bachelor's degree required in Accounting.
What category does the Emerging Middle Market Relationship Manager, Director role belong to?expand_more
Emerging Middle Market Relationship Manager, Director at BMO is part of the sales job category on Recrutus.