CRE Relationship Manager - Director

BMO • Los Angeles, CA

5d • $120,000 - $250,000

About The Position

The CRE Relationship Manager facilitates bank growth through business development and management of key client relationships, maintaining a strong record of significant revenue generation from sales and syndications. The role manages high-value client portfolios, develops long-term strategic partnerships, and provides advice on financial solutions, loan products, rates, terms, and collateral requirements.

This position leads the structuring, negotiation, and credit approval of complex, high-value transactions; coordinates pricing; and identifies cross-selling and share-of-wallet opportunities to improve client engagement, retention, profitability, and portfolio returns. It develops market coverage strategies, analyzes market and industry trends, and collaborates with internal teams and senior stakeholders to shape client-focused products and solutions. The role also represents the bank at industry forums and provides leadership with reporting and insights on team performance, client satisfaction, market trends, and strategic initiatives.

The position operates at a group- or enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. It handles complex and non-routine situations, adapts to changing trends, and applies the bank’s Risk Management Framework while ensuring compliance with regulatory requirements, internal controls, policies, and applicable laws.

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, or Accounting preferred. Another related discipline or commensurate work experience may be considered.
• For a credit-qualifiable role, meet credit qualification requirements and possess credit knowledge and skills according to the applicable credit 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, Structuring Deals, 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 similar segmented banking environment with sales metrics.
• A degree in Business Administration, Finance, or Accounting.

Responsibilities

• Facilitate bank growth through business development and management of key client relationships, generating revenue from sales and syndications.
• Serve as an escalation point for complex client issues and resolve conflicts through strategic problem-solving.
• Lead the structuring, negotiation, and credit approval of high-value, complex transactions and coordinate pricing.
• Manage high-value client portfolios to drive cross-selling, retention, profitability, and returns.
• Implement cross-selling initiatives and transition opportunities into revenue-generating sales.
• Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
• Represent the bank at industry forums and conferences and use market insights to inform strategic decisions.
• Engage senior leadership and cross-functional teams to align strategies and deliver holistic business solutions.
• Report on team performance, client satisfaction, market trends, and strategic initiatives to bank leadership.
• Provide strategic advice on loan products, options, rates, terms, and collateral requirements.
• Build and maintain long-term relationships with high-value and strategic clients, providing financial advice and exceptional service.
• Analyze market trends, client industry developments, and competitive positioning to inform client solutions.
• Work with internal teams and stakeholders to define products, solutions, and strategies suited to client needs.
• Identify share-of-wallet opportunities and use analysis tools to grow a portfolio that exceeds ROE thresholds and proactively evaluate client returns.
• Ensure compliance with regulatory requirements, internal controls, and policies while mitigating risk and maintaining service standards.
• Apply the Risk Management Framework and make risk-informed decisions consistent with business strategy, approved risk appetite, policies, and applicable laws and regulations.
• Address unique, ambiguous, complex, and non-routine situations, and implement changes in response to shifting trends.
• Undertake broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in the total compensation package.
• Training and coaching, manager support, and network-building opportunities.

What This Job Offers

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