Director - Relationship Management, Commercial Real Estate

BMO • Atlanta, GA

402d • $120,000 - $222,600

About The Position

The Director of Relationship Management in Commercial Real Estate at BMO Financial Group is responsible for driving growth initiatives through effective business development and management of key client relationships. This role emphasizes revenue generation, adherence to internal control standards, and fostering a culture aligned with BMO's values and strategic goals. The director will lead teams, provide strategic input, and act as a subject matter expert while ensuring compliance with regulations and policies.

Requirements

• Typically 7+ years of relevant experience and a post-secondary degree in a related field or equivalent combination of education and experience.
• Demonstrated history of successful business development and ability to network in external markets.
• Demonstrated knowledge of relevant industry verticals and competitive environment.
• Experience in contract negotiations with clients and legal counsel.
• Experience drafting responses to complex RFPs.
• Experience with sales strategy and sales referral process development.
• In-depth knowledge of risk management, sales and service management, relationship management, and business acumen.
• Strong verbal and written communication skills.
• Analytical and problem-solving skills with a focus on data-driven decision making.

Nice To Haves

• Experience in change leadership and conflict management.
• Ability to manage ambiguity and influence stakeholders.

Responsibilities

• Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships.
• Maintains an outstanding record of significant revenue generation from sales and syndications.
• Ensures adherence to internal control standards, including audit, regulatory, and compliance policies.
• Fosters a culture aligned to BMO purpose, values, and strategy.
• Builds interdependent teams that collaborate across functional and operating groups.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, and manages poor performance.
• Leads and executes business development plans to achieve or exceed business goals.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on market understanding and client needs.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops business cases by identifying needs and assessing expected return on investment.
• Recommends business priorities and develops a roadmap for strategic execution.
• Networks with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases in adherence to data governance standards.
• Leads change management programs of varying scope and type.
• Manages the risk of the assigned complex portfolio in a timely manner.
• Directly manages the annual review process and resolution of exceptions.
• Maintains accurate documentation and ensures adherence to prescribed policies and procedures.
• Acts as daily sales contact for clients on sales-related questions.
• Gathers data to advance the sales process and completes required documentation.
• Assists team in pre-sales activities such as pitch preparation and client research.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks internal reports and recommends improvements to sales support materials.
• Compiles pre-call and post-call information packages for client validation.
• Provides research and data gathering to facilitate solutions to client needs.
• Assists with sales and service administration to ensure a seamless client experience.
• Maintains current client information on Bank systems to ensure accuracy.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level as a specialist resource to senior leaders.
• Applies expertise to address unique or ambiguous situations and find solutions.
• Implements changes in response to shifting trends.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed