
10,000+ employees
🏦 Banking
💸 Finance
🔥 Funding within the last year
💰 $142.9M Post IPO debt on 2025-11
Banking • Finance
BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.
🕒 July 30
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10,000+ employees
🏦 Banking
💸 Finance
🔥 Funding within the last year
💰 $142.9M Post IPO debt on 2025-11
Banking • Finance
BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.
• Lead a team of relationship managers in the Emerging Middle Market Group • Drive overall market-share growth within the assigned area • Leverage existing client networks and drive direct new-client acquisition • Recruit, develop, and coach the team in managing critical middle-market relationships • Facilitate bank growth through business development and management of key client relationships • Generate significant revenue through sales and syndications • Act as an escalation point for complex client issues and resolve conflicts • Lead structuring of high-value, complex deals and credit approvals • Manage high-value client portfolios, driving cross-selling, retention, and profitability • Identify new business opportunities, acquire clients, penetrate markets, and expand the client base • Lead market-coverage strategies and identify portfolio opportunities • Represent BMO at industry forums and conferences • Advise committees and task forces • Improve operational processes and implement best practices • Develop communication strategies to influence stakeholders and support organizational change • Oversee team resource allocation, personnel, and budgets • Build and maintain relationships with strategic clients and advise on financial solutions • Negotiate high-value transactions and identify cross-selling opportunities • Analyze market trends, client industries, and competitive positioning • Collaborate with internal teams to define client products, solutions, and strategies • Identify share-of-wallet opportunities • Use analysis tools to grow portfolios beyond ROE thresholds and evaluate client returns • Ensure regulatory, internal-control, and compliance adherence • Foster BMO’s purpose, values, diversity, and inclusion • Set goals, define outcomes, and ensure accountability • Build collaborative teams across functional and operating groups • Attract, retain, coach, develop, and manage talent and performance • Operate as a senior specialist resource across BMO • Influence how teams and groups work together • Address unique or ambiguous situations and complex problems • Communicate abstract concepts simply • Build internal and external networks to achieve business objectives • Anticipate trends and implement appropriate changes • Apply BMO’s Risk Management Framework and make risk-informed decisions within approved risk appetite
• 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 • Master’s degree preferred • CPA certification preferred • Business Administration, Finance and Accounting preferred • Any other related discipline or commensurate work experience considered • Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards, if a Credit Qualifiable role • Extensive industry knowledge • Thought leadership for innovation • Expert proficiency in Product Knowledge • Expert proficiency in Regulatory Compliance • Expert proficiency in Structuring Deals • Expert proficiency in Portfolio Management • Expert proficiency in Credit Risk Assessment • Expert proficiency in Project Management • Expert proficiency in Change Management • Expert proficiency in Customer Service • Expert proficiency in Stakeholder Management • Expert proficiency in Negotiation • Expert proficiency in Customer Relationship Building • Expert proficiency in People Management
• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Reasonable accommodations for individuals with disabilities
Apply Now🕒 July 30
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