Full-Time
Market Executive
Emerging Middle Market, Director
Updated on 8/18/2026
Bank of Montreal
10,001+ employees
Personal, business banking and capital markets
Compensation Overview
$164.4k - $285.6k/yr
Grand Rapids, MI, USA + 1 more
More locations: Michigan, USA
Hybrid
The role is virtual within Michigan, with a listed Grand Rapids location.
Bachelor's, Master's
 Sales & Account Management (1) |
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- At least 10 years of relevant experience in relationship management, account management, or portfolio management in a corporate or similarly segmented banking environment with sales metrics is preferred.
- A bachelor's degree is required; Business Administration, Finance, Accounting, or another related discipline is accepted, along with commensurate work experience.
- Credit qualifications and associated credit knowledge and skills are required if the role is credit-qualifiable, according to applicable credit portfolio requirements and qualification standards.
- Extensive industry knowledge as a seasoned expert is required.
- Expert proficiency in product knowledge, regulatory compliance, deal structuring, portfolio management, credit risk assessment, project management, change management, customer service, stakeholder management, negotiation, customer relationship building, and people management is required.
- Lead a team of relationship managers in the Emerging Middle Market Group.
- Drive overall market-share growth by leveraging an existing client network and acquiring new clients directly.
- Recruit, develop, and coach the team in managing critical middle-market relationships, with a focus on market share and client satisfaction.
- Facilitate bank growth through business development and management of key client relationships.
- Maintain a significant and continuous record of revenue generation from sales and syndications.
- Act as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintain strong client relationships.
- Lead the structuring of high-value, complex deals and credit approvals in alignment with client needs.
- Manage high-value client portfolios to drive cross-selling, retention, and profitability.
- Identify new business opportunities, acquire clients, penetrate markets, and expand the client base using market insights, competitor analysis, and cross-selling initiatives.
- Lead market-coverage strategies to expand portfolios, identify opportunities, and align with business goals.
- Represent the bank at industry forums and conferences and use market, competitive, and product insights to support strategic decisions.
- Advise committees and task forces by providing strategic insights and guidance for key initiatives.
- Streamline operational processes by identifying improvements and implementing best practices.
- Develop communication strategies to influence stakeholders and support organizational change.
- Oversee team resource allocation, including personnel and budgets, to meet organizational goals, improve team performance, and drive client satisfaction.
- Build and maintain long-term relationships with high-value and strategic clients by providing advice on financial solutions and exceptional service.
- Structure deals, secure credit approvals, negotiate high-value transactions, and identify cross-selling opportunities.
- Analyze market trends, client industry developments, and competitive positioning to inform client-solution strategies and improve client satisfaction.
- Work with internal teams and stakeholders to define products, solutions, and strategies that meet client needs.
- Identify share-of-wallet opportunities.
- Use analysis tools to grow a portfolio that exceeds return-on-equity thresholds and proactively evaluate client returns.
- Ensure adherence to regulatory requirements, internal controls, and compliance policies in relationship management.
- Foster a culture aligned with BMO's purpose, values, and strategy and model those values and behaviors.
- Set inspirational goals, define expected outcomes, and ensure accountability for follow-through.
- Build interdependent teams that collaborate across functional and operating groups.
- Attract, retain, and enable the career development of top talent.
- Improve team performance, recognize and reward performance, coach employees, support employee development, and manage poor performance.
- Operate at a group or enterprise-wide level as a senior specialist resource across BMO.
- Influence how teams and groups work together.
- Address unique or ambiguous situations and solve complex, interdependent problems using expertise and creative thinking.
- Communicate abstract concepts in simple terms.
- Build internal and external networks and work across multiple teams to achieve business objectives.
- Anticipate trends and implement appropriate changes.
- Apply BMO's Risk Management Framework and make risk-informed decisions that protect assets and comply with applicable policies, laws, and regulations.
- A master's degree is preferred.
- A CPA certification is preferred.
- At least 10 years of relevant relationship, account, or portfolio management experience with sales metrics is preferred.
Bank of Montreal (BMO) is a diversified financial services provider offering personal, business, and commercial banking, along with capital markets and wealth management, across Canada and the United States. Individuals use personal banking for everyday needs and loans, households can obtain mortgages and credit products, and businesses access commercial loans, treasury/cash management, and industry-specific advice. In capital markets, BMO assists clients with raising capital, trading, and research, while wealth management delivers investment strategies and asset management for portfolios. The company aims to help clients manage and grow their money through a full range of financial services for individuals, small businesses, large corporations, and public sector entities in North America.
Company Size
10,001+
Company Stage
IPO
Headquarters
Toronto, Canada
Founded
1988
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Simplify's Take
What believers are saying
- August 10, 2026 Moneris sale releases capital and lifts BMO CET1 by 15 basis points.
- June 29, 2026 Euroz Hartleys deal expands BMO's Australian metals-and-mining distribution footprint.
- April 27, 2026 OLBB rollout and June tokenized-deposit work sharpen BMO's business banking offer.
What critics are saying
- FCAC fined BMO C$4 million on February 2, 2026 for fee overcharges.
- SEC penalized BMO Capital Markets C$40.7 million on January 13, 2025 for bond misconduct.
- Moneris, transportation finance, and layoffs signal pruning; control failures invite harsher supervision into 2027.
What makes Bank of Montreal unique
- BMO unifies Canadian and U.S. commercial banking through integrated North American platforms.
- BMO dominates metals and mining banking, reinforced by Euroz Hartleys on June 29, 2026.
- BMO combines branch deposits, capital markets, and AI-enabled treasury tools across business clients.
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Benefits
Health Insurance
Tuition Reimbursement
Accident and Life Insurance
401(k) Retirement Plan
Professional Development Budget
Hybrid Work Options
Company News
BMO announces sale of Moneris. Aug 10, 2026, 18:00 ET TORONTO, Aug. 10, 2026 /CNW/ - BMO Financial Group (TSX: BMO) (NYSE: BMO) announced today that together with Royal Bank of Canada, it has entered into an agreement for the sale of jointly-owned Moneris Solutions Corporation, a leader in Canadian commerce solutions, to Francisco Partners, a leading technology investment firm, for cash consideration of approximately $2.0 billion, of which BMO's share is 50%. Concurrent with the closing of the transaction, BMO and RBC will enter into new exclusive, long-term referral arrangements with Moneris. The transaction marks the next chapter for Moneris, positioning the business to accelerate its strategy and continue delivering value to Canadian businesses. Since its creation 25 years ago, Moneris has become one of Canada's largest commerce solutions providers, helping businesses accept and manage payments at over 325,000 points of commerce. Moneris offers versatile payment options and integrated solutions customized for the Canadian market, allowing merchants to focus on running and growing their business. Backed by a strong track record of investing in technology-enabled businesses, Francisco Partners has global experience in scaling financial technology companies and deep sector expertise in innovative Payments and Commerce offerings. Francisco Partners' portfolio companies include industry leaders in embedded payments, omni-channel commerce gateways as well as electronic point-of-sale (POS) solutions. With access to Francisco Partners' global platform and ability to mobilize existing capabilities and future innovations for the Canadian market, Moneris will continue its commitment to Canadian businesses by bringing leading global capabilities and domestic specialties to further strengthen the Canadian commerce ecosystem. BMO and RBC will maintain their long-standing relationships with Moneris through exclusive customer referral arrangements, helping to ensure new and existing business clients continue to receive the trusted support and leading global solutions from Moneris. "For 25 years, Moneris has earned the trust of Canadian businesses by delivering secure, reliable and innovative payment solutions," said Sharon Haward-Laird, Group Head, Canadian Commercial Banking & North American Integrated Solutions, and Co-Head Canadian Personal & Commercial Banking, BMO. "This next chapter will enable Moneris to build on that strong foundation while accelerating its strategy in a rapidly evolving payments landscape. Through our ongoing referral arrangements, clients will continue to benefit from the trusted support and solutions they rely on today." BMO expects to record a gain on closing of approximately $600 million after-tax ($620 million pre-tax), which will be recorded in Non-Interest Revenue in Corporate Services as an adjusting item. On a pro forma basis, the transaction is expected to improve the bank's common equity Tier 1 (CET1) ratio by approximately 15 bps. The transaction is not expected to have a significant impact on the bank's future run rate earnings. The transaction is expected to close by the end of the first quarter of fiscal year 2027, subject to customary closing conditions, including receipt of required regulatory approvals. BMO Capital Markets acted as financial advisor to BMO. Osler, Hoskin and Harcourt LLP acted as legal counsel to BMO. About BMO Financial Group BMO Financial Group is the eighth largest bank in North America by assets, with total assets of $1.5 trillion as of April 30, 2026. Serving clients for more than 200 years, BMO provides a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services across Canada, the United States, and select markets globally. BMO is innovating for business value, by deploying and integrating human, digital and artificial intelligence to personalize client experiences, augment teams, and automate its business responsibly. Driven by its purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and stronger communities. Caution Regarding Forward Looking Statements Certain statements in this press release are forward-looking statements. All such statements are made pursuant to the "safe harbor" provisions of, and are intended to be forward-looking statements under, the United States Private Securities Litigation Reform Act of 1995 and any applicable Canadian securities legislation. These forward-looking statements include, but are not limited to, statements with respect to the expected closing of the proposed transaction, the financial, operational and capital impact of the proposed transaction, our agreements with Moneris, our strategies or future actions, expectations for our financial condition and capital position, and include statements made by our management. Forward-looking statements are typically identified by words such as "expect" and "will" or negative or grammatical variations thereof. By their nature, forward-looking statements are based on various assumptions and are subject to inherent risks and uncertainties. We caution readers of this press release not to place undue reliance on our forward-looking statements as the assumptions underlying such statements may not turn out to be correct and a number of factors could cause actual future results, conditions, actions or events to differ materially from the expectations, estimates or intentions expressed in the forward-looking statements. Such factors include, but are not limited to: the possibility that the proposed transaction does not close when expected or at all because required regulatory approvals and other conditions to closing are not received or satisfied on a timely basis or at all or are received subject to adverse conditions or requirements; the anticipated benefits from the proposed transaction, such as it improving BMO's common equity Tier 1 capital ratio (CET 1 ratio), are not realized in the time frame anticipated or at all as a result of changes in general economic and market conditions, interest and exchange rates, monetary policy, laws and regulations (including changes to capital requirements) and their enforcement; reputational risks and the reaction of BMO's customers and employees to the transaction; diversion of management time on transaction-related issues; and those other factors discussed in the Risks That May Affect Future Results section, and the sections related to credit and counterparty, market, liquidity and funding, operational non-financial, legal and regulatory compliance, strategic, environmental and social, and reputation risk, in the Enterprise-Wide Risk Management section of BMO's 2025 Annual Report, as updated by BMO's quarterly reports, all of which outline certain key factors and risks that may affect our future results and our ability to anticipate and effectively manage risks arising from all of the foregoing factors. We caution that the foregoing list is not exhaustive of all possible factors. These factors should be considered in addition to other uncertainties and potential events, and the inherent uncertainty of forward-looking statements. Assumptions about BMO expected financial performance (including balance sheet, income statement and regulatory capital figures), consideration received, applicable taxes, estimated values of transaction-related assets and liabilities, expected closing date of the proposed transaction, transaction costs, and assumed accounting treatment were considered in estimating the impact of the transaction on BMO's CET1 ratio. Any third-party information contained in this press release is believed to be reasonable and reliable, but no representation or warranty is made by BMO as to accuracy of such information. BMO does not undertake to update any forward-looking statement, whether written or oral, that may be made, from time to time, by the organization or on its behalf, except as required by law. SOURCE BMO Financial Group - Communications Media Contact: Jeff Roman, [email protected], (416) 867-3996; Anke Suwanda, [email protected], (416) 867-3996; Investor Relations Contact: Christine Viau, [email protected], (416) 867-6958
Radiant Logistics has completed an amended and restated $200 million secured revolving credit facility, refinancing its existing facility that was due to mature in August 2027. The new facility extends the maturity to 2031 and features improved terms, including lower interest rates and an expanded accordion feature increased from $75 million to $100 million. The facility will be used to fund acquisitions, capital expenditures, and potentially share buybacks. Borrowings accrue interest at SOFR plus 137.5 to 212.5 basis points, reduced from previous pricing. Bank of America serves as administrative agent, with Bank of Montreal and PNC Bank acting as co-syndication agents. As of 31 March 2026, the company had $25 million drawn on the previous facility and $39.6 million cash on hand, resulting in no net debt.
Vireo Growth Inc., a vertically integrated cannabis company, announced a $65 million senior secured asset-based revolving credit facility through certain indirect non-cannabis subsidiaries. The facility can expand to $85 million and further to $105 million via a $20 million accordion feature. Bank of Montreal leads the five-year facility as administrative agent, with BMO Capital Markets as arranger and bookrunner. Borrowings carry interest at Term SOFR plus 1.75% to 2%, or base rate plus 0.75% to 1%, depending on average availability. The company will use proceeds to refinance existing debt, fund working capital and capital expenditures, and finance permitted acquisitions. The facility is secured by substantially all assets of participating non-cannabis subsidiaries.
Charles River Associates has expanded its credit facility to $400 million through a six-bank lending syndicate. The five-year agreement includes a $75 million term loan and a $325 million revolving credit facility, replacing a previous $300 million facility set to mature in August 2027. The revolving facility can be reduced to $250 million between 16 July and 15 January each year when working-capital requirements are lower. CRA will use proceeds to repay outstanding borrowings, support working capital, fund growth investments, and cover general corporate purposes. The lending group includes Bank of America, Citizens Financial Group, Eastern Bank, and Beacon Bank & Trust, with BMO and M&T Bank joining as new lenders. The expanded facility provides additional liquidity as the consulting firm invests in its global economic, financial, and management advisory operations.
High Tide Inc. has closed C$40 million in senior secured credit facilities with Bank of Montreal, increasing financial flexibility and lowering capital costs. The facilities comprise a C$25 million revolving credit facility with a three-year term and a C$15 million delayed-draw term loan. The company used C$6 million from the revolving facility to repay its existing loan with ConnectFirst Credit Union. The remaining funds will support working capital, acquisitions, and investments. The delayed-draw term loan is intended to refinance High Tide's existing C$15 million second-lien debentures. High Tide operates Canna Cabana, Canada's largest cannabis retail chain with 229 domestic locations and one international store. The facilities are secured by substantially all company assets and subject to customary covenants.