Bank of Montreal

Senior Relationship Manager

Bank of Montreal$70K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Commercial Banking, Relationship Management, or Business Development
  • Proven success in managing complex client relationships and achieving sales targets
  • Expertise in structuring and negotiating commercial lending transactions
  • Strong understanding of financial statements, credit analysis, and risk assessment
  • Bachelor's degree in Business Administration, Finance, Accounting, or a related field

Responsibilities

  • Manage and expand a portfolio of strategic commercial banking clients
  • Develop trusted advisor relationships with business owners and decision-makers
  • Deliver tailored financial solutions to meet client objectives
  • Proactively source new business opportunities and build a strong client pipeline
  • Structure and negotiate complex credit facilities and banking solutions
  • Collaborate with internal teams to deliver comprehensive client solutions
  • Monitor portfolio profitability and ensure compliance with bank standards

Benefits

  • Empowerment to impact clients, colleagues, and communities
  • Collaboration with experienced professionals across specialized teams
  • Opportunities to build lasting client relationships
  • Contributions to direct business growth and success
  • Access to health insurance, tuition reimbursement, and retirement savings plans
Full Job Description

Application Deadline:

09/15/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Commercial Sales & Service

Senior Relationship Manager, Commercial Banking

As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and industry insights to identify opportunities, structure complex solutions, and create long-term value. This is an exciting opportunity for a strategic, client-focused professional who enjoys working in a dynamic, collaborative environment and influencing business outcomes.

What You'll Do

Build and Grow Client Relationships

  • Manage and expand a portfolio of strategic commercial banking clients.
  • Develop trusted advisor relationships with business owners, executives, and key decision-makers.
  • Deliver exceptional client experiences by understanding client objectives and recommending tailored financial solutions.
  • Identify and capture share-of-wallet opportunities across lending, cash management, treasury, investment, and other banking services.

Drive Business Development

  • Proactively source new business opportunities and build a strong pipeline of prospective clients.
  • Develop and execute market growth strategies aligned with business objectives.
  • Leverage market intelligence, industry trends, and competitive insights to identify emerging opportunities and accelerate portfolio growth.
  • Represent the bank at industry events, conferences, and networking opportunities to enhance visibility and generate business opportunities.


Structure Financial Solutions

  • Structure and negotiate complex credit facilities and banking solutions that meet client needs while balancing risk and profitability.
  • Lead credit discussions, secure approvals, and collaborate with internal partners to deliver innovative solutions.
  • Review lending and cash management agreements to ensure accuracy, completeness, and compliance with bank policies.
  • Conduct sophisticated financial analysis and credit assessments to support sound lending decisions.


Partner Across the Organization

  • Collaborate with product specialists, credit partners, risk teams, and senior leaders to deliver complete client solutions.
  • Act as a key escalation point for complex client situations, applying strategic thinking and problem-solving to achieve successful outcomes.
  • Provide insights and recommendations that contribute to business strategy and portfolio performance.


Deliver Strong Portfolio Performance

  • Monitor portfolio profitability, risk profile, and return on equity performance.
  • Regularly evaluate client relationships and identify opportunities to deepen engagement and optimize returns.
  • Prepare executive-level reporting on portfolio performance, market developments, and client trends.
  • Ensure all activities meet regulatory requirements, internal controls, and risk management standards.

What You Bring

Experience

  • 7+ years of experience in Commercial Banking, Relationship Management, Portfolio Management, or Business Development.
  • Proven success managing complex client relationships and delivering strong sales and revenue results.
  • Experience structuring, negotiating, and executing commercial lending transactions.
  • Strong understanding of financial statements, credit analysis, and risk assessment.

Education

  • Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline.
  • Equivalent combination of education and relevant professional experience will be considered.
  • Credit qualification requirements, where applicable.

Why Join Us?

At BMO, you'll be empowered to make a meaningful impact for our clients, colleagues, and communities. You'll work alongside experienced professionals, collaborate across specialized teams, and have the opportunity to build lasting client relationships while contributing directly to business growth and success.

If you're passionate about helping businesses achieve their ambitions and thrive in a relationship-driven environment, we'd love to hear from you.

Apply today and help shape the future of commercial banking.

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.

BMO Financial Group’s 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: 

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

Similar Jobs

More Jobs at Bank of Montreal

More Finance & Insurance Jobs

Find similar Senior Relationship Manager jobs: