Director, Middle Market Relationship Manager
Core
Drive growth and market expansion of BMO's Middle Market Banking business in Broward and Palm Beach counties by developing relationships with middle-market and corporate clients.
Role type
Director, Middle Market Relationship Manager
Builds
Strategic financial solutions including credit, treasury management, capital markets, deposits, and risk management products for middle-market and corporate clients.
Domain
Commercial Banking / Middle Market Finance
Deliverable
client delivery
Required skills
complex commercial credit structuring, portfolio management, business development, cross-selling, underwriting, negotiation, regulatory compliance
Preferred skills
South Florida business market knowledge, private equity sponsor relationships
Responsibilities
Develop and manage a portfolio of complex middle market banking relationships; Proactively originate new business opportunities through targeted calling and referral networks; Structure and negotiate complex commercial credit transactions; Lead client strategy discussions focused on growth, liquidity, acquisitions, and succession planning; Drive portfolio growth, profitability, and retention; Ensure all client activities adhere to regulatory requirements and internal policies.
Seniority
Director, strategic leadership & high-level client advisory