Principal Relationship Manager, Commercial (Emerging Middle Market)

Job Opportunity

Application Deadline : June 30, 2025

Address : 6455 S. Yosemite St.

Job Family Group : Commercial Sales & Service

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose : to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress : for a thriving economy, a sustainable future, and an inclusive society.

The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank.

This role facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

Responsibilities :

• Leads and executes business development plans to achieve 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 a deep understanding of the market.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type.
• Manages the risk of the assigned complex portfolio.
• Directly manages the annual review process, interim reviews, specified quarterly reports, and resolution of exceptions.
• Maintains accurate documentation and ensures adherence to prescribed policies and procedures.
• Leads the execution of operational programs.
• Acts as daily sales contact for clients on sales related questions.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities.
• 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.
• Provides research and data gathering to the sales team.
• Assists with sales and service administration and processing.
• Maintains current client information on the bank system / files.
• Ensures accurate billing to clients.
• Operates at a group / enterprise-wide level and serves as a specialist resource.
• Applies expertise and thinks creatively to address unique or ambiguous situations.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

Qualifications :

Salary : $120,000.00 - $222,600.00

Pay Type : Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.