Vice President, Principal Relationship Manager, Commercial; Emerging Middle Market
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-14
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-01-14
Job specializations:
-
Business
Business Development, Business Management, Client Relationship Manager, Business Analyst
Job Description & How to Apply Below
Final date to receive applications: 02/07/2026
Address: 1850 N Central Ave, Suite 1500
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. Our Purpose is to Boldly Grow the Good in business and life, guiding strategy, ambition and commitments to progress, sustainable future and an inclusive society.
Key Responsibilities- Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintain strong client relationships.
- Leads the structuring of high‑value, complex deals and credit approvals, ensuring alignment with client needs.
- Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
- Drives negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
- Manages high‑value client portfolios, driving cross‑selling, retention and profitability.
- Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales.
- Leads market coverage strategies to expand portfolios, identify opportunities and align with business goals.
- Represents the bank at industry forums and conferences, leveraging insights on trends, competition and emerging products to drive strategic decision‑making.
- Engages with senior leadership and cross‑functional teams to align strategies, address client needs and drive holistic business solutions.
- Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends and key strategic initiatives, delivering insights that inform corporate strategy.
- Drives strategic advisory on loan products, options, rates, terms and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
- Builds and maintains 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.
- Structures deals, secures credit approvals, negotiates high‑value transactions and identifies opportunities for cross‑selling.
- Analyzes market trends, client industry developments and competitive positioning to inform client solution strategies and optimise client satisfaction.
- Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
- Identifies share of wallet opportunities.
- Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns pro‑actively.
- Ensures adherence to regulatory requirements, internal controls and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
- Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed.
- 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. - If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- Seasoned professional with a combination of education, experience and industry knowledge.
- Project Management
- Change Management
- Product Knowledge
- Regulatory Compliance
- Structuring Deals
- Portfolio Management
- Credit Risk Assessment
- Customer Service
- Stakeholder Management
- Negotiation
- Customer Relationship Building
Salary: $ - $
Pay Type: Sal…
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