Driving growth for the bank through business development and managing key client relationships is the primary focus of this Director-level role. It involves generating significant revenue, resolving complex client issues, and leading high-value deal structuring and credit approvals. The role suits a seasoned professional who can act as a primary client advocate and align strategies with bank objectives.
Responsibilities
Facilitate 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 maintaining strong client relationships
Lead the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs
Oversee credit approvals and drive pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives
Drive negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs
Manage high-value client portfolios, driving cross-selling, retention, and profitability
Implement cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales
Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals
Represent bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-decision-making
Engage with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions
Deliver reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy
Drive strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives
Build and maintain strong long-term relationships with the bank’s 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 clients’ needs
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Identify share of wallet opportunities
Leverage analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates 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
Operate at a group/enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders
Apply expertise and think creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
Implement changes in response to shifting trends
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations
Requirements
10+ 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
Formal credit training and advanced level of credit skills required
Seasoned professional with a combination of education, experience and industry knowledge
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Important Details
Application deadline: 10/24/2026
About the Company
At BMO, the company is driven by a shared Purpose: Boldly Grow the Good in business and life. It aims to create lasting, positive change for customers, communities, and people by working together, innovating, and pushing boundaries to transform lives and businesses and power economic growth around the world.
