Bank of Montreal

Senior relationship Manager, PubCo

Bank of Montreal$69K — $129K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7+ years of experience in Commercial Banking or Relationship Management with a proven business development track record
  • Bachelor's degree in business, Finance, Accounting, or related field
  • Strong capabilities in commercial credit and financial analysis with experience in complex transaction negotiation
  • Demonstrated ability to build influential relationships and advise senior business leaders
  • In-depth knowledge of commercial banking products including lending and treasury management
  • Proven business development mindset with a history of identifying growth opportunities
  • Excellent communication, negotiation, and relationship-building skills

Responsibilities

  • Grow and manage a portfolio of middle market clients through trusted advisory relationships
  • Drive new business acquisition via proactive networking and referrals
  • Structure and negotiate complex credit and treasury solutions aligned with client objectives
  • Collaborate with internal specialists to deliver comprehensive client strategies
  • Act as the primary contact for clients, proactively resolving issues and ensuring satisfaction
  • Analyze financial and market data to provide insights and uncover growth opportunities
  • Develop strategic account plans to deepen relationships and enhance client value

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives and bonuses
Full Job Description
Application Deadline:

08/20/2026

Address:
100 King Street West

Job Family Group:

Commercial Sales & Service

The Opportunity

As a Senior Relationship Manager - Middle Market, you will play a pivotal role in driving business growth by developing and managing a portfolio of commercial clients. You will leverage your financial expertise, business development skills, and strategic thinking to deepen client relationships, identify new opportunities, and deliver solutions that create lasting value for both our clients and the Bank. This is an exciting opportunity for a highly motivated commercial banking professional who thrives on building trusted relationships, structuring complex transactions, and helping Canadian businesses succeed.

What You'll Do
  • Grow and manage a portfolio of middle market clients by developing trusted advisory relationships with business owners, executives, and key decision-makers.
  • Drive new business acquisition through proactive prospecting, networking, and referrals while expanding existing client relationships through strategic cross-selling opportunities.
  • Structure and negotiate complex credit and treasury solutions that align with client objectives and generate profitable growth.
  • Partner closely with internal specialists across treasury, capital markets, cash management, payments, and investment solutions to deliver comprehensive client strategies.
  • Serve as the primary point of contact for clients, proactively identifying challenges, resolving issues, and ensuring an exceptional client experience.
  • Analyze financial statements, industry trends, competitive positioning, and market dynamics to provide insightful recommendations and uncover growth opportunities.
  • Identify wallet share opportunities and develop strategic account plans that deepen relationships and enhance client value.
  • Lead credit discussions and manage the deal process from origination through approval, execution, and ongoing portfolio management.
  • Represent BMO within the business community, participating in industry events, associations, and networking opportunities to strengthen market presence and build brand awareness.
  • Collaborate with senior leaders and cross-functional teams to develop innovative solutions that address evolving client needs.
  • Monitor portfolio performance and proactively manage risk while maintaining strong returns and compliance with the Bank's risk management framework.
  • Ensure all activities align with regulatory requirements, internal controls, and BMO's commitment to prudent risk management.


What You'll Bring
  • 5-7+ years of experience in Commercial Banking, Relationship Management, Account Management, or Portfolio Management with demonstrated success in business development and revenue growth.
  • Bachelor's degree in business, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
  • Strong commercial credit and financial analysis capabilities, with experience structuring and negotiating complex transactions.
  • A proven ability to build influential relationships and become a trusted advisor to senior business leaders.
  • Deep understanding of commercial banking products and solutions, including lending, treasury management, and cash management.
  • Strong business development mindset with a track record of identifying opportunities and growing client portfolios.
  • Exceptional communication, negotiation, and relationship-building skills.
  • Ability to navigate complexity, exercise sound judgment, and deliver results in a dynamic and fast-paced environment.


Salary:

$69,000.00 - $129,000.00

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: https://jobs.bmo.com/global/en/Total-Rewards

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, PubCo jobs: