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  • Strategic Account Management

Principal Relationship Manager – Commercial – Emerging Middle Market

July 10, 2025July 10, 2025

Principal Relationship Manager – Commercial – Emerging Middle Market

CompanyBank of Montreal
LocationSan Ramon, CA, USA
Salary$122400 – $228000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
  • Demonstrated history of successful business development, including ability to network in external markets.
  • Demonstrated knowledge of relevant industry verticals and market’s competitive environment.
  • Experience in contact negotiations with both clients and legal counsel.
  • Experience drafting responses to complex RFPs.
  • Experience with Sales Strategy and Sales referral process development.
  • Risk Management – In-depth.
  • Sales and Service Management –In-depth.
  • Relationship Management – In-depth.
  • Change Leadership – Working.
  • Conflict Management & Resolution –In-depth.
  • Resource Planning – Working.
  • Business Acumen – In-depth.
  • Financial and Working Capital Understanding – In-depth.
  • Strategic Thinking – Working.
  • Seasoned professional with a combination of education, experience and industry knowledge.
  • Verbal & written communication skills – In-depth / Expert.
  • Analytical and problem solving skills – In-depth / Expert.
  • Influence skills – In-depth / Expert.
  • Collaboration & team skills; with a focus on cross-group collaboration – In-depth / Expert.
  • Able to manage ambiguity.
  • Data driven decision making – In-depth / Expert.

Responsibilities

  • Leads and executes business development plans to that business goals are achieved or exceeded.
  • Provides strategic input into business decisions as a trusted advisor.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Acts as a subject matter expert on relevant regulations and policies.
  • Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Develops the business case by identifying needs, analysing 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, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Manages the risk of the assigned complex portfolio in a timely and precise manner.
  • Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
  • Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
  • Gathers data to advance sale process and completes all required documentation.
  • Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
  • Tracks implementation requests to keep the process on track with timelines.
  • Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
  • Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
  • Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
  • Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Maintains current client information on Bank system/files to ensure client history is accurate and complete.
  • Ensures accurate billing to clients.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Implements changes in response to shifting trends.
  • Broader work or accountabilities may be assigned as needed.

Preferred Qualifications

    No preferred qualifications provided.


TaggedBachelor'sBank of MontrealEnterprise SalesExpert or higherFinance & Operations & StrategySales & Account ManagementSeniorStrategic Account Management

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