Commercial Banking Relationship Manage - Emerging Middle Market
Company: Bank of Montreal
Location: Chicago
Posted on: June 2, 2025
Job Description:
Emerging Middle Market Relationship ManagerApply locations
Chicago, IL, USA time type Full time posted on Posted Yesterday job
requisition id R250009469Application Deadline:04/24/2025Address:320
S Canal StreetJob Family Group:Commercial Sales & ServiceCome join
a culture that is about so much more than the bottom line. Be a
part of a team that celebrates big ideas, supports your personal
and professional growth, and makes a real impact in local
communities. At BMO, you will enjoy work that makes a difference;
help us live our Purpose: To Boldly Grow the Good in Business and
Life.Our Emerging Middle Market Relationship Managers facilitate
growth initiatives for the Bank through significant business
development and excellent management of key client relationships.
Maintains an outstanding and continuous record of significant
revenue generation from sales and syndications. Ensures the
required internal control standards, including adherence to audit,
regulatory and compliance policies.
- Develops new business by contacting prospects and clients, and
by cross-selling Bank products and services that include credit,
trust/investment and cash management.
- Participates and provides leadership in Bank and community
activities to increase Bank's brand visibility and to enhance new
business opportunities.
- Applies deep expertise in bank products, processes and systems
and effectively trouble shooting to ensure a high-quality client
experience.
- May coordinate closing with closing department, clients and
attorneys.
- Serves as a daily escalation resource to ensure client
expectations are met or exceeded.
- Advises clients on loan products, options, rates, terms and
collateral requirements.
- May advise business clients on cash management/deposits
solutions.
- Advises clients, where possible, on business management and
other financial matters.
- Develops and manages Commercial banking relationships, plans
for prospective clients; may include focused calling and pipeline
management activities.
- Acts as the prime subject matter expert for internal/external
stakeholders.
- Provides oversight, monitoring, and reporting specific to
assigned business group for regulatory remediation.
- Analyzes financial and related data to determine the needs of
the client for proper structuring of the Bank's products and
services.
- Monitors and tracks performance, and addresses any issues.
- Ensures proper documentations for loans and cash management
services.
- Reviews loan applications and cash management service
agreements for completeness and accuracy and submits applications
to appropriate departments for timely processing.
- Evaluates and structures loan requests, determining appropriate
documentation for Approved loans.
- Negotiates terms under which credit/cash management services
will be extended, including costs, repayment method, collateral
requirements.
- Ensures extension of credit/delivery of cash management
services is in accordance with corporate policies, pricing
guidelines, portfolio considerations.
- Follows up after closing to ensure all documents are completed
and filed.
- Acts as daily sales contact for clients on sales related
questions such as product information, pricing, implementation
timeframes and requirements.
- Gathers data to advance sale process and completes all required
documentation.
- Assists team in pre-sales activities such as pitch preparation,
client research, preparation of prospect and client files for
further action.
- Tracks implementation requests to keep the process on track
with timelines.
- Tracks Internal reports and recommends improvements to sales
support materials based on findings and feedback.
- Compiles pre-call and post call information packages by
accessing internal systems and bank personnel to validate client
holdings, pricing, and volumes.
- Provides research and data gathering to sales team to
facilitate solution to the client's/prospect's business and
needs.
- Assists with sales and service administration and processing
ensuring client experience is seamless and opportunities are
identified and met.
- Maintains current client information on Bank system/files to
ensure client history is accurate and complete.
- Ensures accurate billing to clients.
- Focus is primarily on business/group within BMO; may have
broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical
support.
- Exercises judgment to identify, diagnose, and solve problems
within given rules.
- Works independently and regularly handles non-routine
situations.
- Broader work or accountabilities may be assigned as
needed.Qualifications:
- Typically between 5 - 7 years of relevant experience and
post-secondary degree in related field of study or an equivalent
combination of education and experience.
- If a Credit Qualifiable job, Credit Qualifications and
associated credit knowledge and skills according to the established
qualification standards.
- Deep knowledge and technical proficiency gained through
extensive education and business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.Salary: $87,000.00 -
$161,400.00Pay Type: SalariedThe 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
Us:At BMO we are driven by a shared Purpose: Boldly Grow the Good
in business and life. It calls on us to create lasting, positive
change for our customers, our communities and our people. By
working together, innovating and pushing boundaries, we transform
lives and businesses, and power economic growth around the world.As
a member of the BMO team you are valued, respected and heard, and
you have more ways to grow and make an impact. We strive to help
you make an impact from day one - for yourself and our customers.
We'll support you with the tools and resources you need to reach
new milestones, as you help our customers reach theirs. From
in-depth training and coaching, to manager support and
network-building opportunities, we'll help you gain valuable
experience, and broaden your skillset.To find out more visit us at
BMO is proud to be an equal employment opportunity employer. We
evaluate applicants without regard to race, religion, color,
national origin, sex (including pregnancy, childbirth, or related
medical conditions), sexual orientation, gender identity, gender
expression, transgender status, sexual stereotypes, age, status as
a protected veteran, status as an individual with a disability, or
any other legally protected characteristics. We also consider
applicants with criminal histories, consistent with applicable
federal, state and local law.BMO is committed to working with and
providing reasonable accommodations to individuals with
disabilities. If you need a reasonable accommodation because of a
disability for any part of the employment process, please send an
e-mail to and let us know the nature of your request and your
contact information.
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Keywords: Bank of Montreal, Oak Lawn , Commercial Banking Relationship Manage - Emerging Middle Market, Accounting, Auditing , Chicago, Illinois
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