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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Relationship Management, Portfolio Management, and Credit Risk Assessment, with a strong focus on structuring complex deals and ensuring regulatory compliance. Proven ability to drive portfolio growth and manage high-value client relationships while delivering tailored financing solutions.
Highest-signal resume keywords
Relationship ManagementPortfolio ManagementCredit Risk AssessmentRegulatory ComplianceNegotiation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit QualificationsProduct KnowledgeStructuring DealsProject ManagementChange Management
Soft Skills
Customer ServiceStakeholder ManagementCustomer Relationship Building
Industry Keywords
Agri-BusinessCredit ApprovalsBusiness DevelopmentMarket TrendsCross-Selling
About the role
Key responsibilities & impact- Lead and grow a portfolio of complex agriculture and agri-business clients across British Columbia, largely in the Fraser Valley
- Provide strategic advice, relationship leadership, and tailored financing solutions
- Drive portfolio growth, credit quality, and risk management
- Identify opportunities to deepen client relationships across BMO’s full suite of products and services
- Work closely with a dedicated Credit Analyst to drive business development and support credit decision-making
- Facilitate business development and manage key client relationships
- Generate significant revenue through sales and syndications
- Act as an escalation point for complex client issues and resolve conflicts
- Structure high-value, complex deals and secure credit approvals
- Oversee credit approvals and coordinate pricing
- Negotiate high-value, complex transactions
- Manage high-value client portfolios, driving cross-selling, retention, and profitability
- Lead market coverage strategies and identify portfolio expansion opportunities
- Represent the bank at industry forums and conferences
- Engage senior leadership and cross-functional teams to align strategies and address client needs
- Deliver reports on team performance, client satisfaction, market trends, and strategic initiatives
- Advise on loan products, options, rates, terms, and collateral requirements
- Build and maintain long-term relationships with high-value and strategic clients
- Analyze market trends, industry developments, and competitive positioning
- Define products, solutions, and strategies with internal teams and stakeholders
- Identify share-of-wallet opportunities
- Use analysis tools to grow portfolios that exceed ROE thresholds and evaluate client returns
- Ensure regulatory, internal control, and compliance adherence
- Serve as a specialist resource to senior leaders and stakeholders
- Address complex and non-routine problems and implement changes in response to shifting trends
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations
Requirements
What you’ll need- 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics preferred
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
- Any other related discipline or commensurate work experience considered
- Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards, if a Credit Qualifiable role
- Combination of education, experience and industry knowledge
- Advanced proficiency in Project Management
- Advanced proficiency in Change Management
- Expert proficiency in Product Knowledge
- Expert proficiency in Regulatory Compliance
- Expert proficiency in Structuring Deals
- Expert proficiency in Portfolio Management
- Expert proficiency in Credit Risk Assessment
- Expert proficiency in Customer Service
- Expert proficiency in Stakeholder Management
- Expert proficiency in Negotiation
- Expert proficiency in Customer Relationship Building
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process