Senior Relationship Manager, Commercial Banking

1 month ago

Kelowna, British Columbia, Canada Bank of Montreal Full-time

Application Deadline:

10/02/2026

Address:

294 Bernard Avenue

Job Family Group:

Commercial Sales & Service

BMO’s Canadian Middle Market team empowers private companies and public sector organizations with a full suite of commercial banking solutions, including lending, treasury, cash management, and capital financing. As a gateway to BMO’s broader Commercial Bank, we connect clients to specialized expertise and tailored solutions across our integrated North American platform.

Serving organizations with revenues typically between $10MM and $40MM, our Relationship Managers act as trusted advisors and single points of contact, delivering strategic, industry-informed solutions that help businesses grow, adapt, and thrive.

Known for our strong client relationships, local market presence, and sector expertise, we create value through collaboration, innovation, and holistic advice. We continue to invest in our clients’ success through digital banking capabilities, sustainability-focused solutions, and comprehensive financial strategies that unlock new opportunities and drive long-term growth.

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.

  • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
  • Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
  • Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
  • Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
  • Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
  • Represents 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.
  • Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
  • 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 optimize 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 on a proactive basis.
  • Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
  • 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 accountabilit