SBA Advisor, Vice President

BMO Bank

Commercial Banks, Retail Banks

85073 Phoenix, AZ - USA

Manager / Team Leader

Experteer Overview

As a Relationship Manager at BMO, you will drive revenue through cultivation and management of high-value client relationships. You’ll structure and negotiate complex deals, oversee credit approvals, and cross-sell a broad range of bank products. You’ll align market strategies with business goals and partner with cross-functional teams to deliver holistic financial solutions. You’ll operate within risk controls to maintain exceptional service and client satisfaction. This role offers the chance to influence strategic decisions with senior leadership and grow a valued client portfolio.

Compensation / Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Other perks and rewards

Responsibilities

Develop and manage key client relationships to generate revenue and cross-sell bank products
Structure complex deals and secure credit approvals with stakeholders
Review loan applications and cash management agreements for accuracy and risk compliance
Develop market strategies, identify opportunities, and expand client portfolios
Represent the bank at industry forums and engage with senior leadership for strategic decisions
Prepare performance, client satisfaction, and market trend reports for executives
Maintain long-term relationships with high-value clients and provide strategic financial guidance
Collaborate with internal teams to define products, solutions, and client-centric strategies
Monitor market trends, share of wallet opportunities, and client returns to optimize satisfaction and ROE
Ensure adherence to regulatory requirements and risk management policies

Key requirements

7+ years in Relationship Management, Account Management, or Portfolio Management in a corporate banking environment with sales metrics
Bachelor’s degree; Business Administration, Finance, or Accounting preferred
Credit qualifications and knowledge relevant to credit portfolio requirements
Advanced proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building
Expert proficiency: Financial Analysis

Problem solving Negotiation Customer relationship building Financial analysis Credit risk assessment Regulatory compliance

Description

As a Relationship Manager at BMO, you will drive revenue through cultivation and management of high-value client relationships. You’ll struc…

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