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⏰ Full-time

VP Relationship Manager, Religious Institutions

BMO Financial Group
Location πŸ“ San Ramon, United States
Posted πŸ“… June 06, 2026
Work Type ⏰ Full-time

Position Overview

Responsible for the retention and growth of an existing portfolio of specialty clients in the Religious non-profit sector. Travel up to 50% within territory.

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.

+ Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
+ Participates and provides leadership in Bank and community activities to increase Bank’s brand visibility and to enhance new business opportunities.
+ Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client exper...

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Job Details

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Employment Type
Full-time
πŸ“Š
Category
other-general
🏠
Work Arrangement
On-site
πŸ“
Location
San Ramon, United States