CRE Relationship Manager - Director

Bank of Montreal • Los Angeles, CA

3d

About The Position

The CRE Relationship Manager facilitates bank growth through business development and management of key client relationships, maintaining a record of significant revenue generation from sales and syndications. The role manages high-value client portfolios, promotes cross-selling, retention, and profitability, and builds long-term relationships with strategic clients by providing financial advice and exceptional service.

This position leads the structuring, negotiation, and credit approval of high-value, complex transactions. It coordinates pricing and advises on loan products, rates, terms, and collateral to develop solutions aligned with client needs and bank objectives. The role also develops market coverage strategies, identifies share-of-wallet opportunities, analyzes market and industry trends, and works with internal teams to define suitable products and strategies.

Operating at a group or enterprise-wide level, the role serves as a specialist resource to senior leaders and stakeholders. It addresses complex client issues, reports on team performance, client satisfaction, market trends, and strategic initiatives, and ensures relationship-management activities comply with regulatory requirements, internal controls, and policies. It applies the bank’s Risk Management Framework and makes sound, risk-informed decisions within the approved Risk Appetite. Broader work or accountabilities may be assigned as needed.

Requirements

• 10+ years of relevant experience in Relationship Management, Account Management, or Portfolio Management in a corporate or similarly segmented banking environment with sales metrics is preferred.
• Bachelor’s degree required; Business Administration, Finance, and Accounting are preferred fields. A related discipline or commensurate work experience may be considered.
• For a credit-qualifiable role, meet the credit qualifications and associated credit knowledge and skills for the applicable portfolio and qualification standards.
• Seasoned professional with a combination of education, experience, and industry knowledge.
• Advanced proficiency in Project Management and Change Management.
• Expert proficiency in Product Knowledge, Regulatory Compliance, Deal Structuring, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building.

Nice To Haves

• 10+ years of relevant relationship, account, or portfolio management experience in a corporate or similarly segmented banking environment with sales metrics (preferred).
• A bachelor’s degree in Business Administration, Finance, or Accounting (preferred).

Responsibilities

• Facilitate bank growth through business development and management of key client relationships.
• Generate revenue through sales and syndications and manage high-value client portfolios to drive cross-selling, retention, and profitability.
• Act as an escalation point for complex client issues and resolve conflicts using strategic problem-solving.
• Lead structuring, negotiation, pricing coordination, and credit approvals for high-value, complex transactions.
• Advise clients on loan products, options, rates, terms, and collateral requirements, tailoring solutions to their needs and bank objectives.
• Implement cross-selling initiatives, engage clients, convert opportunities into revenue, and identify share-of-wallet opportunities.
• Lead market coverage strategies to expand portfolios, identify opportunities, and align activity with business goals.
• Represent the bank at industry forums and conferences, using insights on trends, competition, and emerging products to inform decisions.
• Engage senior leadership and cross-functional teams to align strategies and deliver holistic business solutions.
• Report to bank leadership on team performance, client satisfaction, market trends, and strategic initiatives.
• Analyze market trends, client industry developments, and competitive positioning to guide client solutions and improve satisfaction.
• Use analysis tools to grow a portfolio that exceeds ROE thresholds and proactively evaluate client returns.
• Ensure relationship-management activities adhere to regulatory requirements, internal controls, compliance policies, applicable laws, and risk-management standards.
• Apply the Risk Management Framework and make risk-informed decisions consistent with business strategy and the bank’s approved Risk Appetite.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be part of the total compensation package.

What This Job Offers

• Job Type: Full-time
• Career Level: Director