VP, Relationship Manager – Transportation Finance

Job not on LinkedIn

🕒 August 14

🍂 Massachusetts – Remote

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💵 $90k - $180k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

👻 Ghost score 23%

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Logo of BMO

BMO

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.

📋 Description

• Facilitate growth for the Bank through business development and management of key client relationships. • Generate revenue through sales and syndications. • Act as an escalation point for complex client issues and resolve conflicts using strategic problem-solving. • Structure complex deals, secure credit approvals, and negotiate high-value transactions. • Develop new business through prospecting, client contact, and cross-selling credit, trust/investment, and cash management products and services. • Review loan applications and cash management service agreements for accuracy, completeness, and alignment with risk standards. • Develop market strategies, identify opportunities, and expand client portfolios. • Identify market segments and leverage industry trends to drive growth and expand the client base. • Represent the bank at industry forums and conferences. • Engage senior leadership and cross-functional teams to align strategies and address client needs. • Prepare reports on team performance, client satisfaction, and market trends for senior executives. • Build and maintain relationships with high-value and strategic clients, providing financial-solution advice. • Analyze market trends, client industry developments, and competitive positioning to inform client solutions. • Define products, solutions, and strategies with internal teams and stakeholders. • Identify share-of-wallet opportunities. • Use analysis tools to grow a portfolio exceeding ROE thresholds and proactively evaluate client returns. • Ensure compliance with regulatory requirements, internal controls, and policies while mitigating risk. • Provide specialized consulting, analytical, and technical support. • Identify, diagnose, and solve problems within established rules. • Work independently and handle non-routine situations. • Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy.

🎯 Requirements

• 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. • Deep knowledge and technical proficiency gained through extensive education and business experience. • Advanced proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, and Customer Relationship Building. • Expert proficiency in Financial Analysis. • Ability to adhere to regulatory requirements, internal controls, compliance policies, laws, regulations, risk frameworks, and approved risk appetite.

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Other perks and rewards • 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

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