Relationship Manager - Commercial Real Estate

Bank of Montreal • Boca Raton, FL

9h

About The Position

Facilitates growth for the Bank through business development and management of key client relationships. Maintains a continuous record of significant revenue generation from sales and syndications, manages high-value client portfolios, and drives cross-selling, retention, and profitability. Serves as an escalation point for complex client issues and leads the structuring of high-value transactions and credit approvals in line with client needs.

Builds and maintains long-term relationships with high-value and strategic clients, providing strategic advice on financial solutions and exceptional service. Identifies opportunities to acquire clients, penetrate markets, expand the client base, and increase share of wallet. Uses market insights, competitor analysis, and client-industry developments to shape solutions and market coverage strategies. Represents the Bank at industry forums and conferences and advises committees and task forces.

Works across internal teams and stakeholders to develop appropriate products, solutions, and strategies. Uses analysis tools to grow a portfolio that exceeds return-on-equity thresholds and proactively evaluates client returns. Ensures compliance with regulatory requirements, internal controls, policies, and risk-management standards. Operates at a group or enterprise-wide level as a senior specialist, influences how teams work together, addresses complex and ambiguous problems, and anticipates and implements responses to emerging trends. May take on broader work or accountabilities as needed.

Requirements

• 10+ years of relevant experience in Relationship Management, Account Management, or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
• Bachelor’s degree required.
• For credit-qualifiable roles, meet the credit qualifications and credit knowledge and skills associated with the credit portfolio requirements and qualification standards.
• Extensive industry knowledge and seasoned expertise.
• Expert-level proficiency in product knowledge, regulatory compliance, deal structuring, portfolio management, credit risk assessment, project management, change management, customer service, stakeholder management, negotiation, and customer relationship building.

Nice To Haves

• Master’s degree preferred.
• CPA certification preferred.
• Business Administration, Finance, or Accounting preferred; another related discipline or commensurate work experience may be considered.

Responsibilities

• Develop and manage key client relationships to facilitate business growth and generate revenue from sales and syndications.
• Manage high-value client portfolios, driving cross-selling, retention, profitability, and client satisfaction.
• Act as an escalation point for complex client issues and resolve conflicts through strategic problem-solving.
• Lead the structuring of high-value, complex deals, secure credit approvals, and negotiate transactions.
• Identify new business opportunities, acquire clients, penetrate markets, expand the client base, and identify share-of-wallet opportunities.
• Lead market coverage strategies informed by market insights, competitor analysis, and business goals.
• Represent the Bank at industry forums and conferences, using insights on trends, competition, and emerging products to inform decisions.
• Advise committees and task forces, providing strategic insights and guidance on key initiatives.
• Streamline operational processes and implement best practices.
• Develop communication strategies to influence stakeholders and support organizational change.
• Oversee team resource allocation, including personnel and budgets, to meet organizational goals and enhance performance.
• Analyze market trends, client-industry developments, and competitive positioning to inform client solutions and improve satisfaction.
• Work with internal teams and stakeholders to define products, solutions, and strategies that meet client needs.
• Use analysis tools to grow a portfolio that exceeds ROE thresholds and proactively evaluate client returns.
• Ensure adherence to regulatory requirements, internal controls, compliance policies, and risk-management standards.
• Influence collaboration across teams, address complex or ambiguous problems, communicate abstract concepts clearly, and respond to emerging trends with appropriate changes.
• Apply the Bank’s Risk Management Framework and make sound, risk-informed decisions consistent with business strategy, approved risk appetite, policies, laws, and regulations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in total compensation, depending on the position’s pay type.

What This Job Offers

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